Market Insights
Slow, steady and resilient—but challenges persist
More clarity, slightly more economic growth anticipated for 4Q.

Fed cuts rates for the first time since December
The move may be the first of three cuts before year-end.


BOK Financial’s Chief Investment Officer Brian Henderson anticipates more clarity, slightly more economic growth for 4Q.

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.
Corporate earnings, investment in AI boost market optimism
BOK Financial® Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani discuss strong corporate earnings, investment in AI, inflation and the potential for rate cuts. (August 12, 2025)
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