Weekly analysis

Read the weekly market analysis

Quarterly outlook

Q2 2026 investment outlook: Markets navigate solid growth and rising uncertainty

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Keep on top of the latest news impacting capital markets.

Middle East Conflict

Iran conflict scenario update: The Strait of Hormuz and market implications

May 14, 2026
Here are three scenarios describing risks and impacts owed to the delay of global energy shipments through the Strait of Hormuz.

Job Market

Job market’s effect on the economy

May 13, 2026
April jobs report shows a U.S. labor market that is cooling, not cracking.

White House

Stocks under the Trump administration: What is driving markets in 2026?

May 7, 2026
Corporate earnings drove stocks higher so far under President Trump, even as tariffs, tax policy, oil prices, and geopolitical conflict have created volatility.

Stock Market

Is a market correction coming?

May 6, 2026
Elevated geopolitical risk and market volatility have investors asking whether a market correction is coming. Learn what’s driving markets and what indicators matter most.

Capital markets and the economy

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

U.S. Economy

U.S. economic momentum shifts, but growth continues

May 13, 2026
The U.S. economy regained momentum in early 2026 as business investment, consumer spending and steady job growth helped offset higher inflation, elevated borrowing costs and geopolitical uncertainty.

Stock Market

How do changing interest rates affect the stock market in 2026?

May 1, 2026
Changing interest rates affect borrowing costs, consumer spending, bond yields, inflation expectations, and sector leadership, which all help shape stock market performance.

Bond Market

How changing interest rates impact the bond market

May 1, 2026
How does an evolving interest rate environment create opportunities for bond investors?

Housing Market

The impact of today’s changing interest rates on the housing market

April 20, 2026
Even as housing supply improves, affordability continues to challenge buyers because high interest rates and prices keep monthly payments elevated.

Insights and analysis

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

Municipal Bonds

Tax-sensitive investors can capitalize on municipal bonds

May 15, 2026
Learn how an evolving market environment creates opportunities for municipal bond investors.

Monetary Policy

Federal Reserve holds interest rates steady amid energy shock, with disagreements on messaging

May 1, 2026
At its April policy meeting, the Federal Reserve left rates unchanged as it balances inflation risks, a softer labor market, and uncertainty tied to developments in the Middle East.

Technology Sector

Investing in tech stocks: Is now a good time?

April 29, 2026
Technology stocks have helped drive market returns in recent years, supported by innovation, productivity gains, and strong earnings growth.

Global Currency

The U.S. dollar’s fluctuating value and what it means for investors

April 26, 2026
Taking measure of global currency trends as you position your portfolio of investments.

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