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.
Why the Fed’s likely to hold rates steady—for now
BOK Financial® Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani explain what recent inflation data and early earnings reports mean for the economy and the potential for Fed rate cuts.
The ‘Big Beautiful Bill’ has passed—now what?
BOK Financial® Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani discuss the potential impacts of the “Big Beautiful Bill” and tariffs. (July 10, 2025)
The ‘Big Beautiful Bill’ has passed—now what?
Will there be any fireworks in the jobs data?
Oil prices may fall, U.S. LNG prices may rise
When will homebuyers get some relief?
Stock market gains may continue, but so will volatility
Why markets rallied on the US-China trade deal
Economic data remains strong
Potential bright spots amid uncertainty
Is LNG the ‘Secret Sauce’ for the US?
What may have changed Trump’s mind on tariffs?
5 lesser-discussed aspects of tariffs
What’s driving economic uncertainty?
How do the Fed decisions affect me?
AI and the energy landscape
How interest rates shape the economy
A closer look at economic trends
Will Middle East tensions affect energy markets?
Economic and Market Outlook: Q2 2024
What is an economic soft landing?
What is a yield curve, and why does it matter that it is inverted?
Soft landings, inflation and the road ahead
Understanding corporate earnings season
The upside of higher interest rates
"Supercore” inflation
Have questions about the debt ceiling?
Reaction to Fed rates, inflation, and election results
Fed focused on curbing inflation
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 BackReceive market insights from our investment experts to stay current on economic trends and potential impacts on your portfolio positioning.
Join the list (Opens in a new tab)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.
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.