Market Insights
What may have changed Trump’s mind on tariffs?
Hint: it probably wasn’t the rollercoaster ride in the stock market. BOK Financial® Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani explore how the U.S. may have averted a funding crisis. Plus, what may be ahead and why this may be an opportunity for stock investors.
5 lesser-discussed aspects of tariffs
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. (April 17, 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.