Financial perspectives
Market news
Keep up to date with weekly market analyses, quarterly investment outlooks and other timely financial news.
Source: Global Economic Health Check, U.S. Bank Asset Management Group, June 30, 2023.
Weekly market analysis
Superb June performance across stocks is broad-based, which may be indicative of a market poised to trend higher. Learn more in this week’s market analysis.
Q3 investment outlook
U.S. stocks are higher so far this year, with enthusiasm for AI bolstering growth-oriented technology companies. Will this strong market performance broaden to other S&P 500 sectors in the year’s second half?
News and updates
Stay informed on key topics likely to impact markets, the economy and investors.
Is the market correction over?
June 23, 2023
As the economy slows amid higher inflation and rising interest rates, investors look for signs that this year’s stock market rally is sustainable.
How commodity prices can impact markets and inflation
June 30, 2023
What opportunities does today’s volatile commodities market offer investors?
The impact of today’s higher interest rates on the housing market
June 29, 2023
It appears the housing market is adapting to higher interest rates as nationwide home values stabilize and homebuilding activity gains momentum.
How do supply chain issues contribute to inflation?
June 27, 2023
As supply chain bottlenecks subside, so do associated inflationary pressures on the economy.
Analysis: China’s economy and its influence on global markets
June 27, 2023
What should investors consider when seeking emerging market exposure as China’s economy gains momentum following economic reopening?
Federal Reserve focuses monetary policy on fighting inflation
June 23, 2023
With the Federal Reserve raising short-term interest rates and no longer providing liquidity to the bond market, investors should prepare for change as the Fed continues to battle inflation.
Analysis: Assessing inflation’s impact
June 23, 2023
While the pace of rising inflation is slowing, persistently higher prices continue to weigh on consumers and policymakers alike.
Federal Reserve keeps rates steady, but projects more rate hikes to fight sticky inflation this year
June 14, 2023
The Federal Reserve decided against an eleventh consecutive interest rate hike – but left the door open to raising rates again this year in its ongoing fight to lower inflation.
Is the economy at risk of a recession?
June 7, 2023
The Federal Reserve is focused on fighting inflation with ongoing policy moves intended to slow consumer demand. Does this put the economy at risk of a recession?
Treasury yields invert as investors weigh risk of recession
June 6, 2023
What does an inverted yield curve say about the economy’s prospects for a recession?
The effect of the job market on the economy
June 5, 2023
Set against the backdrop of a slowing economy, the strong job market has drawn the attention of the Federal Reserve as it adjusts monetary policy to help curb inflation.
Debt ceiling legislation passed by Congress
June 2, 2023
With passage of the Fiscal Responsibility Act of 2023, Congress and the Biden administration resolved the debt ceiling debate and avoided a government default. Find out what this may mean for the economy, capital markets and investors.
The debt ceiling: An update and potential implications
May 25, 2023
With a June 5th deadline quickly approaching to raise or suspend the debt limit in order to avoid a government default, negotiations between Congress and the White House appear to be progressing toward a deal despite disagreements over budget priorities and spending.
Investors focus attention on corporate earnings
May 23, 2023
What do corporate earnings reveal about the direction of the economy and markets in 2023?
How does consumer spending impact the health of the economy?
May 18, 2023
In a delicate balancing act with a Federal Reserve intent on slowing the economy to fight inflation, steady consumer spending has helped avoid a recession. But does record household debt threaten to tip the scales?
How rising interest rates impact the bond market
May 9, 2023
With the Federal Reserve increasing interest rates to get inflation under control, what opportunities does this create for bond investors?
How do rising interest rates affect the stock market?
May 5, 2023
With interest rates continuing to go up this year, learn what the likely ripple effects across capital markets may mean for investor portfolios.
How to invest in today’s market
May 3, 2023
The U.S. Bank asset management group anticipates that tighter monetary policy will contribute to decelerating economic growth this year, with inflation remaining a concern.
How to put cash you’re keeping on the sidelines back to work in the market
April 24, 2023
Don’t let market volatility and an uncertain economic outlook derail your disciplined investing strategy.
Tactical asset allocation in a challenging market
April 24, 2023
Consider these tactical asset allocation strategies to help enhance the potential for investment returns and manage overall portfolio risk.
Financial planning considerations when inflation is high and interest rates are rising
April 18, 2023
Persistent inflation and rising interest rates can affect your ability to meet your financial goals. Consider a few specific actions to take if you’re looking to help generate income to meet cash flow needs or growth in your portfolio.
The fluctuating value of the U.S. dollar and what it means for investors
April 17, 2023
Taking measure of global currency trends as you position your investment portfolio.
Investing in tech stocks: Is now a good time?
April 13, 2023
After an abysmal 2022, tech stocks are up this year – outperforming the broader S&P 500 by a wide margin. What does this mean for investors?
Russia-Ukraine conflict and its continued impact on global markets
March 23, 2023
As the most significant military conflict in Europe since World War II drags on, the Russia-Ukraine war continues to impact global markets in significant ways.
Stock market under the Biden administration
March 6, 2023
Explore how capital markets have fared so far under the Biden administration and discover what to expect during the rest of the president’s first term in office.
Media mentions
U.S. stocks muted, gold gains as rate hike worries linger
6.26.23 | Reuters | Article
“Market participants are willing to take the Fed at face value that rates will be higher for longer,” said Rob Haworth, senior investment strategist at U.S. Bank Wealth Management in Seattle.
S&P 500, Nasdaq rise to end 3-day losing streak as investors snap up tech shares
6.22.23 | CNBC| Article
“The tug of war between bull and bear market camps is balanced, which implies uncertainty and increased volatility for the foreseeable future,” said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management.
Oil prices settle down 4% on jitters ahead of Federal Reserve meeting
6.12.23 | Reuters | Article
"The Fed meeting and inflation pressures remain key issues for the market this week," said Rob Haworth, senior investment strategist at U.S. Bank Wealth Management.
