Market Insights

Policy Crossroads

Although the 2026 midterm elections are still months away, many people are already starting to ask what the results could mean for markets, the economy and their financial plans.

To help answer those questions, BOK Financial is hosting an exclusive live webinar featuring BOKF Chief Investment Strategist Steve Wyett and Dan Clifton, head of policy research at Baird Strategas. Join us for a balanced discussion on the key issues shaping midterms and the road ahead.

What's at stake in the midterms? Dan Clifton of Baird Strategies and Steve Wyett of BOK Financial

Same rules, new path

Despite geopolitical tensions, persistent inflation and election uncertainty, the economy has remained remarkably resilient. As AI-driven investment accelerates, deglobalization reshapes trade and supply chains and the midterms bring policy questions into focus, the second half of 2026 could provide important clues about the future path of U.S. and global economic growth and financial markets.

To help you understand these forces, the investment management team at BOK Financial has prepared its 2026 Midyear Market Update: Same rules, new path—featuring four online articles and a webinar.

View our outlook

2026 Midyear Market Update - Same rules, new path, presented by BOK Financial

What matters most in energy investing right now?

While headlines often focus on geopolitical uncertainty, long-term investors may benefit from looking beyond today’s news cycle. In this video, Matt Stephani, Chief Market Strategist for BOK Financial, shares the five energy trends that he believes could drive growth over the coming decade, from rising electricity demand and infrastructure investment to the expanding role of natural gas and nuclear energy.

Who really sets interest rates?

Many people think the Federal Reserve sets all interest rates, but that’s not the case. The Fed has the most influence over short-term rates, while long-term rates, like mortgage rates, are largely driven by the bond market. In this video, you'll learn why bond investors have such a big impact on borrowing costs and why their view of the Fed matters.