Market Insights

This isn’t your parents’ Fed

Despite the Federal Reserve actively working to fight higher prices, inflation remained stubbornly high at 8.3% year-over-year ending in August. In response, on Sept. 21, the Federal Open Market Committee (FOMC) raised the Federal Funds rate by another 75 basis points (three-quarters of a percentage point) to a target range of 3% to 3.25%.

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Photo of federal reserve building in Washington, D C

Fed focused on curbing inflation

The Fed plans to keep monetary policy at restrictive levels until 2% inflation is achieved, rather than the stop-go policy approach it used four decades ago. (Sept. 15, 2022)

Quarterly CIO Commentary

As we enter the third quarter of the year, you may be wondering if the issues that beleaguered the first half of 2022 will be resolved. Will the Fed’s rate hikes cause a recession? What will happen in the markets? In this Q&A, BOK Financial Chief Investment Officer Brian Henderson addresses these and other concerns.

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2022 Midyear Market Outlook

Join BOK Financial investment experts Brian Henderson, Steve Wyett and Cavanal Hill Investment Management President Matt Stephani for their outlook on the domestic and global economy, inflation, and the markets.

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Insights and Resources

This isn’t your parents’ Fed
The Statement.

This isn’t your parents’ Fed

Today’s Fed seems to have learned many lessons from decades past
September 21, 2022 4 min read
Winter is coming—and so are higher heating bills
The Statement.

Winter is coming—and so are higher heating bills

Flux in fuel inventory and prices could be cause for concern
September 16, 2022 3 min read
What’s up with the bond market?
The Statement.

What’s up with the bond market?

As stock market ups and downs continue, some investors look toward bonds for stability among recession concerns
September 15, 2022 4 min read
Jobs report hits economic sweet spot
The Statement.

Jobs report hits economic sweet spot

Data could greenlight continued Fed rate changes
September 7, 2022 4 min read
The ‘R’ word: Are we or aren’t we?
The Statement.

The ‘R’ word: Are we or aren’t we?

Decline in GDP doesn’t always mean the economy is in recession
August 15, 2022 4 min read
The dog days of inflation may be taking a turn
The Statement.

The dog days of inflation may be taking a turn

Equity markets briefly uplifted by news of a dip in prices for some goods and services
August 12, 2022 4 min read
More News

Is this a recession?

Historically it has been very rare that two consecutive quarters of negative real GDP growth were not a recession, but the definition of a recession is broader. Chief Investment Strategist Steve Wyett explores the latest data on spending, employment, manufacturing and trade which today are not at recessionary levels. (Aug. 4, 2022)

FOMC Institutes First Rate Hike Since 2018

The Federal Reserve raised the Federal Funds rate by 25 basis points at their March meeting. Chief Investment Officer Brian Henderson breaks down the Fed’s latest moves, and what to expect from them going forward. (March 18, 2022)

Market Volatility? Keep Calm and Carry On.

Chief Investment Strategist Steve Wyett reminds investors to not become overwhelmed by short-term events. (Feb. 25, 2022)

Fed Reaction to Lingering Inflation

Inflation has lasted longer and accelerated to levels the Fed did not expect. Steve Wyett, BOK Financial chief investment strategist, weighs in on what the persistent increase means and what moves the Fed may be considering. (Feb. 16, 2022)

Market Reactions to Omicron Variant

COVID-19 and its variants continue to affect markets around the world. Chief Investment Strategist Steve Wyett weighs in on the latest fluctuations resulting from the Omicron variant. (Dec. 3 2021)

Analysis of Federal Reserve’s Latest Moves

Brian Henderson, chief investment officer, and Liu Liu, director of investment research and management, break down economic impact of Federal Reserve’s latest meeting and actions. (Nov. 8, 2021)

SEC Approves First Bitcoin Futures-Backed ETF

Chief Investment Strategist Steve Wyett reminds investors to speculate responsibly. (Nov. 3, 2021)

Insights on Supply Chain and Labor Woes

Chief Investment Strategist Steve Wyett breaks down the cause and effect of the supply disruptions and when we might start seeing improvements. (Oct. 28, 2021)

Potential Tax Implications of Infrastructure Plan

Steve Wyett, Chief Investment Strategist for BOK Financial, provides an update on the infrastructure package and the proposed tax implications for corporations and individuals. (Sept. 24, 2021)

Employment and Price Stability

Our chief investment strategist, Steve Wyett, explores Fed’s latest reaction to changing market conditions and economic recovery. (June 21, 2021)

Wyett Addresses Growing Inflation Concerns

Our chief investment strategist, Steve Wyett, breaks down the latest Consumer and Product Price Indexes in his most recent video update. (May 14, 2021)

Is Inflation Just Around the Corner?

Steve Wyett, Chief Investment Strategist for BOK Financial, addresses growing concerns about potential inflation in his latest market update. (March 5, 2021)

Consumers Coming Back

The pandemic-driven recession was unique in its depth and duration, yet its recovery primed most households for a robust 2021.

Is this a recession?

FOMC Institutes First Rate Hike Since 2018

Market Volatility? Keep Calm and Carry On.

Fed Reaction to Lingering Inflation

Market Reactions to Omicron Variant

Analysis of Federal Reserve’s Latest Moves

SEC Approves First Bitcoin Futures-Backed ETF

Insights on Supply Chain and Labor Woes

Potential Tax Implications of Infrastructure Plan

Employment and Price Stability

Wyett Addresses Growing Inflation Concerns

Is Inflation Just Around the Corner?

Consumers Coming Back

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