Market Insights
If, or when, will we see a soft landing?
Soft landings—when the Fed slows the economy enough to bring down inflation without causing a recession—are relatively rare events. However, that just may be the path we’re on, explains BOK Financial Chief Investment Officer Brian Henderson.
Falling rates one of multiple factors impacting investments
BOK Financial Chief Investment Officer Brian Henderson provides five insights into stocks, bonds and the economy in this new environment.
How do the Fed decisions affect me?
The Federal Reserve raises and lowers rates to balance full employment and price stability for the U.S. economy. Here, we break down what those rate changes mean for each of our finances—and how the changes work to slow or accelerate the economy.
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How to prepare for lower rates
As most are anticipating the Fed to start cutting rates this year, diversification is key. In this article, BOK Financial Chief Investment Officer Brian Henderson explains what may be ahead for the economy and why a laddered approach to your investments could help you prepare for all scenarios.
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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What’s ahead for the fourth quarter
BOK Financial Chief Investment Officer Brian Henderson said November and December tend to be good months for financial markets, and this year will probably be no exception. He explains what else is likely ahead this quarter, including more Fed rate cuts, some investor uncertainty leading up to the election, and more.
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2024 Midyear Outlook
Entering the second half of 2024, the U.S. economy remains resilient despite high interest rates. However, uncertainties persist, including the timing of the Fed’s first rate cut and the impact of the upcoming presidential election. BOK Financial’s investment management team has compiled valuable insights on these topics and more, which are available through a short video, online articles, and a downloadable report.
AI and the energy landscape
Matt Stephani, president of Cavanal Hill Investment Management, Inc., explains what the U.S. needs to stay ahead in the race to develop more advanced AI and why it’s important. (September 11, 2024)
How interest rates shape the economy
How do interest rates shape our economy—and your wallet, from the interest you pay on your loans to the money you make on your investments? BOK Financial Chief Investment Strategist Steve Wyett explains. (August 1, 2024)
A closer look at economic trends
The U.S. economy has defied fears of slowdown, thanks to a successful monetary and fiscal response to the pandemic. Unemployment remains low, and positive productivity gains offer hope for sustained growth. While inflation poses challenges, our base case is continued economic expansion. Steve Wyett, BOK Financial chief investment strategist, explores the nuances of our economic path. (May 17, 2024)
Will Middle East tensions affect energy markets?
The biggest risk to this market is inflation and biggest risk to inflation is energy,” said Matt Stephani, president of Cavanal Hill Investment Management, Inc., on April 15, 2024, in a conversation with Steve Wyett, chief investment strategist at BOK Financial. We’ll continue to follow the geopolitical tensions and their effects on the markets. Check back here for periodic analysis. (April 16, 2024)
Economic and Market Outlook: Q2 2024
Watch the replay of BOK Financial Chief Investment Officer Brian Henderson’s quarterly webinar, where he offered insights on key economic indicators, the potential for lower rates and these factors' impact on investment strategies. Chief Investment Strategist Steve Wyett and Melissa Lord, director of investment fiduciary and consulting services, joined him. (April 16, 2024)
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. (March 21, 2024)
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 impact 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. (March 21, 2024)
Soft landings, inflation and the road ahead
Are the Fed’s moves enough to ensure a soft landing, as everyone has hoped, or will we have a recession? BOK Financial Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani provide their views. (Dec. 14, 2023)
Understanding corporate earnings season
Discover why earnings season is a pivotal time for investors. Find out which indicators to look for in earnings reports and why they matter. Understand the impact of economic conditions on earnings and stock prices, and explore why future-focused investing is often more critical than past earnings. BOK Financial Chief Investment Strategist Steve Wyett breaks it all down in his latest video. (Oct. 30, 2023)
The upside of higher interest rates
When people talk about interest rates moving higher, they often think about the negative impact on borrowers. Still, there is a positive impact on savers who put money away in short-term savings vehicles like CDs, traditional savings accounts and money market funds. BOK Financial Chief Investment Strategist Steve Wyett explains. (Aug. 28, 2023)
"Supercore” inflation
Chief Investment Strategist Steve Wyett explains the Fed's latest inflation measure and why it matters. (March 22, 2023)
Have questions about the debt ceiling?
Join BOK Financial Chief Investment Strategist Steve Wyett for an easy-to-understand video explanation of what hitting the debt ceiling means, how the U.S. got here and how we can resolve this issue going forward. (Feb. 2, 2023)
Reaction to Fed rates, inflation, and election results
After the Fed raised interest rates earlier this month, Chairman Powell indicated the ultimate Federal Funds target might be higher than previously expected. Chief Investment Strategist Steve Wyett discusses that topic along with continued job growth, high inflation, and the mid-term election. (Nov. 18, 2022)
Fed focused on curbing inflation
The Fed plans to keep monetary policy at restrictive levels until 2% inflation is achieved, rather than the stop-go policy approach it used four decades ago. (Sept. 15, 2022)
Is this a recession?
Historically it has been very rare that two consecutive quarters of negative real GDP growth were not a recession, but the definition of a recession is broader. Chief Investment Strategist Steve Wyett explores the latest data on spending, employment, manufacturing and trade which today are not at recessionary levels. (Aug. 4, 2022)
FOMC Institutes First Rate Hike Since 2018
The Federal Reserve raised the Federal Funds rate by 25 basis points at their March meeting. Chief Investment Officer Brian Henderson breaks down the Fed’s latest moves, and what to expect from them going forward. (March 18, 2022)
Market Volatility? Keep Calm and Carry On.
Chief Investment Strategist Steve Wyett reminds investors to not become overwhelmed by short-term events. (Feb. 25, 2022)
Fed Reaction to Lingering Inflation
Inflation has lasted longer and accelerated to levels the Fed did not expect. Steve Wyett, BOK Financial chief investment strategist, weighs in on what the persistent increase means and what moves the Fed may be considering. (Feb. 16, 2022)
Market Reactions to Omicron Variant
COVID-19 and its variants continue to affect markets around the world. Chief Investment Strategist Steve Wyett weighs in on the latest fluctuations resulting from the Omicron variant. (Dec. 3 2021)
Analysis of Federal Reserve’s Latest Moves
Brian Henderson, chief investment officer, and Liu Liu, director of investment research and management, break down economic impact of Federal Reserve’s latest meeting and actions. (Nov. 8, 2021)
SEC Approves First Bitcoin Futures-Backed ETF
Chief Investment Strategist Steve Wyett reminds investors to speculate responsibly. (Nov. 3, 2021)
Insights on Supply Chain and Labor Woes
Chief Investment Strategist Steve Wyett breaks down the cause and effect of the supply disruptions and when we might start seeing improvements. (Oct. 28, 2021)
Potential Tax Implications of Infrastructure Plan
Steve Wyett, Chief Investment Strategist for BOK Financial, provides an update on the infrastructure package and the proposed tax implications for corporations and individuals. (Sept. 24, 2021)
Employment and Price Stability
Our chief investment strategist, Steve Wyett, explores Fed’s latest reaction to changing market conditions and economic recovery. (June 21, 2021)
Wyett Addresses Growing Inflation Concerns
Our chief investment strategist, Steve Wyett, breaks down the latest Consumer and Product Price Indexes in his most recent video update. (May 14, 2021)
Is Inflation Just Around the Corner?
Steve Wyett, Chief Investment Strategist for BOK Financial, addresses growing concerns about potential inflation in his latest market update. (March 5, 2021)
Consumers Coming Back
The pandemic-driven recession was unique in its depth and duration, yet its recovery primed most households for a robust 2021.
Insights and Resources
Would new tariffs make inflation rise—or fall?
Trump’s previous tariffs were deflationary, but that doesn’t mean the next will be
Exploring the deeper effects of more tariffs
Potentially more US production but higher prices and less global cooperation expected
Have we lived through the first ‘global election?'
Post-election webinar: Navigating the path ahead
Rate cut expectations shift post-election
Strong economic growth may allow the Fed to slow rate cuts
What’s ahead for the U.S. dollar?
Stronger dollar could be headwind for U.S. companies exporting goods
‘Soft landing’ for the economy could be a year away ... if it comes
Fed announces 0.25% cut as they work towards a neutral Federal Funds rate