2022 Midyear Market Outlook
Will aggressive moves by the Fed curb inflation or stall the economy into a recession? Or both? What impact will the war in Ukraine have on food and fuel prices, and what about continuing supply chain disruptions?
With so much in flux, investors may wonder what they can expect in the second half of 2022. 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.
How much will the U.S. economy have to slow to combat inflation?
For the Fed, it’s the journey—not the destination—that’s the question
2022 won’t be a breeze but equities will weather the storm
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Meet our experts
BOK Financial's experts share their diverse knowledge to break down complex topics, provide timely updates on the state of our economy and dig into industry trends. Get to know these interesting individuals representing just some of our company's areas of expertise.
Steve Wyett, CFA
Steve M. Wyett, CFA is responsible for tracking and communicating about economic indicators affecting the investment climate and overseeing BOK Financial's investment management message.
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J. Brian Henderson, CFA
J. Brian Henderson is responsible for leading the Alternative Investments group, Strategic Investment Advisors, and Cavanal Hill Investment Management, Inc.
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Matthew Stephani, CFA
Matt Stephani is a successful, highly motivated financial markets professional with 20 years of experience managing public equities across all sectors.
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Still feeling the pinch from higher prices?
“Real” wages no longer freefalling—but consumers may still be aching from the past
U.S. worker productivity resurging
Strong March jobs report setting the right tone for rate cuts
Central banks may no longer move in lockstep
The Fed may not be the first to cut rates and currencies likely to respond differently