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.

Why the Fed’s likely to hold rates steady—for now
BOK Financial® Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani explain what recent inflation data and early earnings reports mean for the economy and the potential for Fed rate cuts.
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. (July 10, 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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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 Chief Investment Officer Brian Henderson explains the lesser-known aspects of tariffs and the potential effects in the U.S. and other countries.