Market Insights
Potential bright spots amid uncertainty
BOK Financial® Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani explore how the US may avoid a recession and—if one is avoided—what it means for the stock market.
Is LNG the ‘Secret Sauce’ for the US?
BOK Financial® Chief Investment Strategist Steve Wyett and SVP of Trading Dennis Kissler explore the role that natural gas is playing on the world stage, including how buying the U.S.’s liquefied natural gas (LNG) may help developing countries fit within the U.S.’s tariff model.
What may have changed Trump’s mind on tariffs?
Hint: it probably wasn’t the rollercoaster ride in the stock market. BOK Financial® Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani explore how the U.S. may have averted a funding crisis. Plus, what may be ahead and why this may be an opportunity for stock investors. (April 11, 2025)
What may have changed Trump’s mind on tariffs?
5 lesser-discussed aspects of tariffs
How tariffs are affecting segments of the economy
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
Have questions about the debt ceiling?
"Supercore” inflation
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?
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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.
A new year is often associated with transformation. Even so, the degree of change ahead in 2025 looks unusually large for the U.S., with potential shifts in trade policy, immigration, regulation and more. BOK Financial's investment management team has prepared its 2025 market outlook as a downloadable report, supplemental articles and a recorded webinar.
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.
A new year is often associated with transformation. Even so, the degree of change ahead in 2025 looks unusually large for the U.S., with potential shifts in trade policy, immigration, regulation and more. BOK Financial's investment management team has prepared its 2025 market outlook as a downloadable report, supplemental articles and a recorded webinar.