Market Insights
Will Middle East tensions affect energy markets?
The biggest risk to this market is inflation and biggest risk to inflation is energy,” said Matt Stephani, president of Cavanal Hill Investment Management, Inc., on April 15, 2024, in a conversation with Steve Wyett, chief investment strategist at BOK Financial. We’ll continue to follow the geopolitical tensions and their effects on the markets. Check back here for periodic analysis.
‘Why’ the Fed cuts rates matters as much as ‘when’ and ‘by how much’
Although most speculation has centered on when the Federal Reserve will start cutting rates, why the Fed is cutting them is the most important factor for financial markets. In his second-quarter outlook, BOK Financial Chief Investment Officer Brian Henderson explains how different scenarios could play out and how financial markets likely would react to each environment.
How to prepare for lower rates
As most are anticipating the Fed to start cutting rates this year, diversification is key. In this article, BOK Financial Chief Investment Officer Brian Henderson explains what may be ahead for the economy and why a laddered approach to your investments could help you prepare for all scenarios.
Economic and Market Outlook: Q2 2024
Watch the replay of BOK Financial Chief Investment Officer Brian Henderson’s quarterly webinar, where he offered insights on key economic indicators, the potential for lower rates and these factors' impact on investment strategies. He was joined by Chief Investment Strategist Steve Wyett and Melissa Lord, director of investment fiduciary and consulting services.
What is a yield curve, and why does it matter that it is inverted?
A yield curve is a way to measure bond investors' feelings about risk, and can have an impact on the investment returns. In this video, we break down the differences between a flat, inverted and normal yield curve, and how to approach a long-term investment strategy that works for all three.
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‘Why’ the Fed cuts rates matters as much as ‘when’ and ‘by how much’
Financial markets hinge more on the state of the economy than small rate changes. BOK Financial CIO Brian Henderson explains.
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2024 Annual Market Outlook
Will the U.S. economy avoid a recession? The BOK Financial investment management team addresses that question and more in our outlook on key issues impacting the economy and financial markets this year.
Soft landings, inflation and the road ahead
Are the Fed’s moves enough to ensure a soft landing, as everyone has hoped, or will we have a recession? BOK Financial Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani provide their views. (Dec. 14, 2023)
Understanding corporate earnings season
Discover why earnings season is a pivotal time for investors. Find out which indicators to look for in earnings reports and why they matter. Understand the impact of economic conditions on earnings and stock prices, and explore why future-focused investing is often more critical than past earnings. BOK Financial Chief Investment Strategist Steve Wyett breaks it all down in his latest video. (Oct. 30, 2023)
The upside of higher interest rates
When people talk about interest rates moving higher, they often think about the negative impact on borrowers. Still, there is a positive impact on savers who put money away in short-term savings vehicles like CDs, traditional savings accounts and money market funds. BOK Financial Chief Investment Strategist Steve Wyett explains. (Aug. 28, 2023)
Have questions about the debt ceiling?
Join BOK Financial Chief Investment Strategist Steve Wyett for an easy-to-understand video explanation of what hitting the debt ceiling means, how the U.S. got here and how we can resolve this issue going forward. (Feb. 2, 2023)
"Supercore” inflation
Chief Investment Strategist Steve Wyett explains the Fed's latest inflation measure and why it matters. (March 22, 2023)
Reaction to Fed rates, inflation, and election results
After the Fed raised interest rates earlier this month, Chairman Powell indicated the ultimate Federal Funds target might be higher than previously expected. Chief Investment Strategist Steve Wyett discusses that topic along with continued job growth, high inflation, and the mid-term election. (Nov. 18, 2022)
Fed focused on curbing inflation
The Fed plans to keep monetary policy at restrictive levels until 2% inflation is achieved, rather than the stop-go policy approach it used four decades ago. (Sept. 15, 2022)
Is this a recession?
Historically it has been very rare that two consecutive quarters of negative real GDP growth were not a recession, but the definition of a recession is broader. Chief Investment Strategist Steve Wyett explores the latest data on spending, employment, manufacturing and trade which today are not at recessionary levels. (Aug. 4, 2022)
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.
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?
Consumers Coming Back
Why 30-year mortgage rates hit a new year-to-date high
Investors are rethinking how quickly the Fed may reach its 2% target for inflation
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
‘Why’ the Fed cuts rates matters as much as ‘when’ and ‘by how much’
Financial markets hinge more on the state of the economy than small rate changes
‘Easy’ declines in inflation are behind us
High prices in housing and other services remain tough nuts to crack