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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.

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Concept illustration of rotating golden tunnel

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.

Oil prices may fall, U.S. LNG prices may rise

BOK Financial® Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani explore what may be ahead for global energy markets amid the Israel-Iran conflict and the U.S. Fed meeting this week. (June 17, 2025)

Opening card for "Are Middle East conflicts impacting global energy?" videoOil prices may fall, U.S. LNG prices may rise
Opening title screen for "Economic role of housing" video.When will homebuyers get some relief?
Opening card for "Markets surge despite worries" videoStock market gains may continue, but so will volatility
Opening card for "What does the US-China trade deal mean?" videoWhy markets rallied on the US-China trade deal
Opening card for "Capital markets bounce back" videoEconomic data remains strong
Opening card for "Equities trend positive amid tariff uncertainty" videoPotential bright spots amid uncertainty
Opening card for "Globalization of natural gas" videoIs LNG the ‘Secret Sauce’ for the US?
"Is this peak uncertainty?" explainer video imageWhat may have changed Trump’s mind on tariffs?
Opening card for "Q2 2025 Economic and Market Outlook" video5 lesser-discussed aspects of tariffs
Promo screen for video on "Markets react to tariffs"How tariffs are affecting segments of the economy
Promo screen for video on "What's driving economic uncertainty?"What’s driving economic uncertainty?
Graphic showing a red arrow rising and falling over the White House.How do the Fed decisions affect me?
Opening card for "AI and the energy landscape" videoAI and the energy landscape
How interest rates shape our economy explainer video imageHow interest rates shape the economy
Market Insights on whether current US economic path is sustainable.A closer look at economic trends
Will Middle East tensions affect energy markets explainer video imageWill Middle East tensions affect energy markets?
Q2 2024 Economic and Market Outlook video recapEconomic and Market Outlook: Q2 2024
What is an economic soft landing explainer video imageWhat is an economic soft landing?
What is a yield curve explainer video imageWhat is a yield curve, and why does it matter that it is inverted?
Statue displayed outside a federal building.Soft landings, inflation and the road ahead
Demystifying corporate earnings season.Understanding corporate earnings season
Girl reviewing ways to utilize higher interest rates to her benefit.The upside of higher interest rates
Debt Ceiling explainer video imageHave questions about the debt ceiling?
Understanding Supercore, the Fed's latest inflation measure. "Supercore” inflation
Updates on mid-term election, job growth and high inflation.Reaction to Fed rates, inflation, and election results
Fed focused on curbing inflation by restricting monetary policy.Fed focused on curbing inflation
Exploring the characteristics of what makes a recession and if we are currently in one. Is this a recession?
Chief Investment Officer Brian Henderson breaks down FOMC first rate hike since 2018.FOMC Institutes First Rate Hike Since 2018
Steve Wyett reminds investors how not be be overwhelmed by current short-term events. Market Volatility? Keep Calm and Carry On.
Steve Wyett explores the Fed response to lingering and accelerated inflation.Fed Reaction to Lingering Inflation
Looking at how the market is reacting to the COVID Omicron variant. Market Reactions to Omicron Variant
Analysis of Federal Reserve's latest movesAnalysis of Federal Reserve’s Latest Moves
Speculating responsibility on SEC Approval of first Bitcoin futures-backed ETF.SEC Approves First Bitcoin Futures-Backed ETF
Steve Wyett breaks down the cause and effect of the supply chain disruptions, Insights on Supply Chain and Labor Woes
Update on the infrastructure package and the proposed tax implications for corporations and individuals.Potential Tax Implications of Infrastructure Plan
Fed reacts to changing market conditions - Employment and price stabilityEmployment and Price Stability
Steve Wyett BOK Financial Chief Investment StrategistWyett Addresses Growing Inflation Concerns
Growing concerns about potential inflation in his latest market update.Is Inflation Just Around the Corner?
2021 Financial Economic Outlook - Consumers Coming BackConsumers Coming Back

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