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    Market Insights

    Economic data remains strong

    Steve Wyett, chief investment strategist at BOK Financial® and Matt Stephani, president of Cavanal Hill Investment Management, Inc. discuss the latest economic indicators and how the Fed may perceive that data in their meeting this week.

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    Opening title screen for "Capital markets bounce back" video.

    Potential bright spots amid uncertainty

    BOK Financial® Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani explore how the US may avoid a recession and—if one is avoided—what it means for the stock market. (April 29, 2025)

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    5 lesser-discussed aspects of tariffs

    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.

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    2025 Annual Market Outlook

    A new year is often associated with transformation. Even so, the degree of change ahead in 2025 looks unusually large for the U.S., with potential shifts in trade policy, immigration, regulation and more. BOK Financial's investment management team has prepared its 2025 market outlook as a downloadable report, supplemental articles and a recorded webinar.

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