Market view

From the desk of CIO Eric Freedman

Eric Freedman, chief investment officer for U.S. Bank Asset Management Group, offers his latest insights.

Weekly analysis

Read the weekly market analysis

Quarterly outlook

Read the Q3 2025 Investment Outlook: Navigating Volatility with a Diversified Approach

Trending now

Keep on top of the latest news impacting capital markets.

Stock Market

Is a market correction coming?

September 4, 2025
The S&P 500’s rollercoaster performance this year has investors wondering what lies ahead for the stock market.

White House

Stock market under the Trump administration

August 27, 2025
As investors consider Donald Trump’s second presidential term, they’re increasingly focused on how the administration’s policy changes impact the stock market and economy.

Emerging Market

China’s economy and its influence on global markets

August 21, 2025
What should investors consider when seeking emerging market exposure to the world’s second-largest economy?

Corporate Earnings

Investors focus attention on corporate earnings

August 13, 2025
What do the latest corporate earnings reveal about the direction of the economy and markets?

Capital markets and the economy

Stay a step ahead with market and economic insights that can help inform your investing strategy.

Economy

U.S. economy grows

August 29, 2025
According to the U.S. Bureau of Economic Analysis, GDP increased in the second quarter of 2025.

Stock Market

How do changing interest rates affect the stock market?

August 29, 2025
As interest rates change, learn what the ripple effects across capital markets may mean for equity investors.

Inflation

Analysis: Assessing inflation’s impact

August 15, 2025
Headline inflation leveled off in July after accelerating slightly in May and June.

Bond Market

How changing interest rates impact the bond market

August 11, 2025
How does an evolving interest rate environment create opportunities for bond investors?

Insights and analysis

Read the latest thought leadership from the U.S. Bank Asset Management Group.

Technology

Investing in tech stocks: Is now a good time?

September 2, 2025
In recent years, the Communications Services and Information Technology sectors routinely outperformed the broader S&P 500, despite exhibiting some volatility, and this trend continues in 2025.

Your Money

Cash management and investing strategies when interest rates are changing

August 28, 2025
A fresh look at managing cash and investments in today’s changing interest rate environment can help support your pursuit of the goals that matter most to you.

Artificial Intelligence

Investing in AI: Assessing the investment opportunities

August 25, 2025
AI sector growth includes rising stock prices, increased earnings and expanding capital investment.

Federal Reserve

Federal Reserve’s Powell balances inflation, labor market risks, and potential rate cuts

August 22, 2025
Fed Chair Jerome Powell addressed labor market risks and inflation, hinting at a possible September interest rate cut amid economic uncertainty, during a scheduled speech at the Federal Reserve’s annual economic symposium in Jackson Hole, Wyoming.

Start of disclosure content

Disclosures

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Wealth Management – U.S. Bank is a marketing logo for U.S. Bank.

Start of disclosure content

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.