Market Insights
2025 Midyear Outlook
Between the changes to U.S. policy, geopolitical tensions, and uncertainty surrounding the U.S. economy, the first half of 2025 has been eventful, to say the least. As we move into the remainder of the year, some variables, such as the economic impacts of tariffs and a stricter immigration policy, remain, so the path forward still has many twists and turns.
BOK Financial’s investment management team has compiled valuable insights on these topics and more, which are available through online articles and a downloadable report.

Will you soon be paying in stablecoin?
On July 18, President Trump signed the GENIUS Act into law, creating the first U.S. regulatory framework for stablecoins. If you’re wondering what stablecoins are—and how the GENIUS Act could affect you—we’ve got you covered. We sat down with Clint Dishman, director of the Strategic Investment Advisors group, for a quick Q&A.

Corporate earnings, investment in AI boost market optimism
BOK Financial® Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani discuss strong corporate earnings, investment in AI, inflation and the potential for rate cuts. (August 12, 2025)
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Between the changes to U.S. policy, geopolitical tensions, and uncertainty surrounding the U.S. economy, the first half of 2025 has been eventful, to say the least. As we move into the remainder of the year, some variables, such as the economic impacts of tariffs and a stricter immigration policy, remain, so the path forward still has many twists and turns.

BOK Financial’s Chief Investment Officer Brian Henderson explains the lesser-known aspects of tariffs and the potential effects in the U.S. and other countries.