Market Insights
Economic data remains strong
Steve Wyett, chief investment strategist at BOK Financial® and Matt Stephani, president of Cavanal Hill Investment Management, Inc. discuss the latest economic indicators and how the Fed may perceive that data in their meeting this week.

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. (April 29, 2025)
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What is an economic soft landing?
You’ve probably heard the phrase “soft landing” in the news, but what does it mean? BOK Financial Chief Investment Strategist Steve Wyett explains why a true soft landing is sometimes considered a Goldilocks scenario.
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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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.