Market Insights

Is this the last Fed rate hike of 2023?

On May 3, the Federal Reserve announced an increase of another 25 basis points (one-quarter of a percentage point). Chief Investment Officer Brian Henderson outlines the current economic situation, including the pros and cons of the Fed holding rates steady versus raising rates further.

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How do we define risk and, more importantly, manage it?

BOK Financial Chief Investment Strategist Steve Wyett explains why diversifying your assets should be a continual process and why it’s key during both good times and bad.

Fewer job openings, less hiring likely in the second quarter

The U.S. job market's resiliency to a year of Fed rate hikes was one of the first quarter’s biggest surprises. CIO Brian Henderson anticipates that may end in the second quarter when there could be even more broad-based layoffs.

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2023 Market Outlook

BOK Financial investment experts Brian Henderson, Steve Wyett and Cavanal Hill Investment Management President Matt Stephani provide their outlook on key issues affecting the economy and financial markets in 2023.

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"Supercore” inflation

Chief Investment Strategist Steve Wyett explains the Fed's latest inflation measure and why it matters. (March 22, 2023)

Have questions about the debt ceiling?

Join BOK Financial Chief Investment Strategist Steve Wyett for an easy-to-understand video explanation of what hitting the debt ceiling means, how the U.S. got here and how we can resolve this issue going forward. (Feb. 2, 2023)

Reaction to Fed rates, inflation, and election results

After the Fed raised interest rates earlier this month, Chairman Powell indicated the ultimate Federal Funds target might be higher than previously expected. Chief Investment Strategist Steve Wyett discusses that topic along with continued job growth, high inflation, and the mid-term election. (Nov. 18, 2022)

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)

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)