Market Insights

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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The Fed issues first 0.5% rate hike since 2000

On May 4, the Federal Open Market Committee (FOMC) raised the Federal Funds rate by 50 basis points (half a percent)—an increment not seen in two decades. Additionally, the Fed announced that it will start shrinking the central bank's balance sheet in June. Through this process, known as quantitative tightening, the Fed will let the bonds that it holds mature and "roll off" its balance sheet, reducing the money supply in the U.S. economy and scaling back the economic stimulus it provided during the COVID-19 pandemic.

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Insights and Resources

Loaded for bear
The Statement.

Loaded for bear

Understanding market dynamics: Sharp downturns can be unnerving, but avoid hasty decisions in your investment planning
June 24, 2022 5 min read
2022 won’t be a breeze but equities will weather the storm
The Statement.

2022 won’t be a breeze but equities will weather the storm

Market volatility to remain amid domestic and global uncertainty
June 23, 2022 4 min read
How much will the U.S. economy have to slow to combat inflation?
The Statement.

How much will the U.S. economy have to slow to combat inflation?

What we can expect for the economy through the rest of 2022
June 23, 2022 4 min read
For the Fed, it’s the journey—not the destination—that’s the question
The Statement.

For the Fed, it’s the journey—not the destination—that’s the question

The Fed wants to lower inflation to 2%, but how aggressively will it take us there?
June 23, 2022 4 min read
10 things to watch for the rest of 2022
The Statement.

10 things to watch for the rest of 2022

This information can help you brace for what’s ahead for the U.S. economy
June 10, 2022 4 min read
Demand driving diesel fuel prices to new highs
The Statement.

Demand driving diesel fuel prices to new highs

Price thresholds are being passed in months, not decades, due to the pandemic’s lingering effects.
June 8, 2022 4 min read
More News

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.

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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