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.

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.
Will there be any fireworks in the jobs data?
BOK Financial® Chief Investment Strategist Steve Wyett discusses what to watch for in this week’s labor market data and why it’s so important to the Fed. (June 30, 2025)
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