Capitalize on today's evolving market dynamics.
With changes to taxes and interest rates, it's a good time to meet with a wealth advisor.
Weekly analysis
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Financial perspectives
Market news
Keep up to date with weekly market analyses, quarterly investment outlooks and other timely financial news from the U.S. Bank Asset Management Group.
Quarterly outlook
Read the Q4 2026 investment outlook: Fourth quarter events could quickly reshape the path ahead
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Keep on top of the latest news impacting capital markets.
FEDERAL RESERVE
Fed holds interest rates at 3.75%-4.00% after September hike, with more hikes expected
October 28, 2026
The U.S. Federal Reserve held its policy interest rate in a range of 3.75%-4.00% in October after hiking rates last month for the first time in three years.
GEOPOLITICS
Geopolitical conflict and its impact on global markets
October 23, 2026
The Iran conflict is moving oil prices as the Russia‑Ukraine war continues, while investors monitor broader market impacts.
WHITE HOUSE
Stocks under the Trump administration: What is driving markets in 2026?
October 22, 2026
Corporate earnings continue driving stocks higher so far under President Trump, even as tariffs, tax policy, oil prices, and geopolitical conflict have created volatility.
Affordability
Analysis: Assessing inflation’s impact
Capital markets and the economy
Stay a step ahead with market and economic insights that can help inform your investing strategy.
HOUSING MARKET
The impact of today’s interest rates on the housing market
October 28, 2026
Even as housing supply improves, affordability continues to challenge buyers because higher interest rates and prices elevate monthly payments.
CONSUMERS
How consumer spending supports U.S. economic growth
October 22, 2026
Consumer spending accounts for about two-thirds of U.S. economic activity. Strong retail sales, low layoffs, and continued wage gains support household demand, although higher prices and weak confidence keep the outlook uneven.
Commodities Market
How commodity prices can impact markets and inflation
October 21, 2026
What opportunities do today’s volatile commodities market offer investors?
Labor Market
Job market’s effect on the economy
October 9, 2026
The September jobs report showed slower hiring but limited layoffs, while growing incomes and larger tax refunds have helped households sustain consumer spending.
Insights and analysis
Read the latest thought leadership from the U.S. Bank Asset Management Group.
Monetary Policy
What Federal Reserve monetary policy means for investors
October 30, 2026
The Federal Reserve influences borrowing costs, savings returns and financial conditions across the economy.
CONSUMERS
How midterm elections affect the stock market
October 28, 2026
A look at historical equity market performance around midterm elections.
U.S. Treasuries
U.S. Treasuries: Balancing income and diversification opportunities with policy risks
September 24, 2026
Opportunities and risks impacting Treasury bond investors.
National Debt
The impact of U.S. national debt on investments
August 27, 2026
As the national debt continues to grow, investors should understand how government borrowing can influence interest rates, financial markets and the broader economy.
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