Weekly analysis

Read the weekly market analysis

Quarterly outlook

Read the Q4 2025 Investment Outlook: Market Momentum into Year-End

Trending now

Keep on top of the latest news impacting capital markets.

Stock Market

Is a market correction coming?

November 24, 2025
The S&P 500’s rollercoaster performance this year has investors wondering what lies ahead for the stock market.

Earnings Season

Investors focus attention on corporate earnings

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

FEDERAL BUDGET

Analysis: 2025 government shutdown ends

November 13, 2025
In the wake of the longest government shutdown in U.S. history ending, what impacts should investors consider?

White House

Stock market under the Trump administration

November 5, 2025
As investors consider Donald Trump’s second presidential term, they’re focusing on how the administration’s policy changes impact the stock market and economy.

Capital markets and the economy

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

LABOR MARKET

Job market’s effect on the economy

November 21, 2025
New data indicate labor market softness, but solid consumer spending continues to bolster economic and corporate earnings growth.

CONSUMERS

How does consumer spending impact economic growth?

November 19, 2025
Consumer expenditures account for approximately two-thirds of U.S. economic activity, making Americans’ spending crucial to the nation’s ongoing economic expansion.

Stock Market

How do changing interest rates affect the stock market?

November 3, 2025
As interest rates change, learn what the ripple effects across capital markets may mean for equity investors.

Monetary Policy

Federal Reserve calibrates interest rate policy amid softer hiring and lingering inflation

October 31, 2025
At its October policy meeting, the Federal Reserve cut interest rates for the second meeting in a row.

Insights and analysis

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

GLOBAL MARKETS

Analysis: China’s economy and its influence on global markets

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

TECHNOLOGY SECTOR

Investing in tech stocks: Is now a good time?

November 20, 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 as we look toward year-end and 2026.

YOUR PORTFOLIO

How to invest in today’s market

November 19, 2025
With the stock market up, how should investors position their portfolios to capitalize on potential opportunities, while guarding against risks?

ARTIFICIAL INTELLIGENCE 

Investing in AI: Assessing the investment opportunities

November 11, 2025
AI sector growth includes rising stock prices, increased earnings and expanding capital investment.

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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.

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