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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.

How tariffs are affecting segments of the economy

The U.S.’s newly imposed tariffs—and the responses from the countries affected—have been creating major waves across markets. Our experts from BOK Financial and Cavanal Hill Investment Management, Inc. break down what’s happening in each market and how it may affect you or your business now and in the future. (April 8, 2025)

Promo screen for video on "Markets react to tariffs"How tariffs are affecting segments of the economy
Promo screen for video on "What's driving economic uncertainty?"What’s driving economic uncertainty?
Graphic showing a red arrow rising and falling over the White House.How do the Fed decisions affect me?
Opening card for "AI and the energy landscape" videoAI and the energy landscape
How interest rates shape our economy explainer video imageHow interest rates shape the economy
Market Insights on whether current US economic path is sustainable.A closer look at economic trends
Will Middle East tensions affect energy markets explainer video imageWill Middle East tensions affect energy markets?
Q2 2024 Economic and Market Outlook video recapEconomic and Market Outlook: Q2 2024
What is an economic soft landing explainer video imageWhat is an economic soft landing?
What is a yield curve explainer video imageWhat is a yield curve, and why does it matter that it is inverted?
Statue displayed outside a federal building.Soft landings, inflation and the road ahead
Demystifying corporate earnings season.Understanding corporate earnings season
Girl reviewing ways to utilize higher interest rates to her benefit.The upside of higher interest rates
Debt Ceiling explainer video imageHave questions about the debt ceiling?
Understanding Supercore, the Fed's latest inflation measure. "Supercore” inflation
Updates on mid-term election, job growth and high inflation.Reaction to Fed rates, inflation, and election results
Fed focused on curbing inflation by restricting monetary policy.Fed focused on curbing inflation
Exploring the characteristics of what makes a recession and if we are currently in one. Is this a recession?
Chief Investment Officer Brian Henderson breaks down FOMC first rate hike since 2018.FOMC Institutes First Rate Hike Since 2018
Steve Wyett reminds investors how not be be overwhelmed by current short-term events. Market Volatility? Keep Calm and Carry On.
Steve Wyett explores the Fed response to lingering and accelerated inflation.Fed Reaction to Lingering Inflation
Looking at how the market is reacting to the COVID Omicron variant. Market Reactions to Omicron Variant
Analysis of Federal Reserve's latest movesAnalysis of Federal Reserve’s Latest Moves
Speculating responsibility on SEC Approval of first Bitcoin futures-backed ETF.SEC Approves First Bitcoin Futures-Backed ETF
Steve Wyett breaks down the cause and effect of the supply chain disruptions, Insights on Supply Chain and Labor Woes
Update on the infrastructure package and the proposed tax implications for corporations and individuals.Potential Tax Implications of Infrastructure Plan
Fed reacts to changing market conditions - Employment and price stabilityEmployment and Price Stability
Steve Wyett BOK Financial Chief Investment StrategistWyett Addresses Growing Inflation Concerns
Growing concerns about potential inflation in his latest market update.Is Inflation Just Around the Corner?
2021 Financial Economic Outlook - Consumers Coming BackConsumers Coming Back

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Growth may be slowing—but recession still unlikely

Fed is likely to cut rates at least once by the end of the third quarter. BOK Financial Chief Investment Officer Brian Henderson provides an outlook for the second quarter of 2025.

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2025 Annual Market Outlook

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.

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