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

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Keep on top of the latest news impacting capital markets.

Capital Markets

Is a market correction coming?

July 23, 2025
After reaching a new all-time high in February, then retreating to bear market territory in April, only to more than recoup those losses by June, the S&P 500’s rollercoaster performance so far this year has some investors wondering if there could be more pain ahead.

Stock Market

Stock market under the Trump administration

July 17, 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.

Your Portfolio

Cash management and investing strategies when interest rates are changing

June 27, 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.

Investing

How to invest in today’s market

June 26, 2025
With the stock market up, inflation stabilizing and interest rates in flux, how should investors position their portfolios to capitalize on potential opportunities, while guarding against risks?

Capital markets and the economy

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

Inflation

Analysis: Assessing inflation’s impact

July 24, 2025
Persistently higher prices continue to vex consumers and policymakers alike.

Consumers

How does consumer spending impact economic growth?

July 18, 2025
Consumer expenditures account for approximately two-thirds of U.S. economic activity, making Americans’ continued spending ability crucial to the nation’s ongoing economic expansion.

Labor Market

The effect of the job market on the economy

July 11, 2025
The job market continues to draw the attention of the Federal Reserve as it considers interest rate cuts in 2025.

Tariffs

Trump administration tariffs reshape global markets

July 9, 2025
Does a new era of tariffs and retaliatory tariffs run the risk of raising inflation while shrinking economic growth?

Insights and analysis

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

Treasury Bonds

U.S. Treasuries: Balancing strong income and diversification opportunities

June 24, 2025
The U.S. Treasury market continues to reflect the interplay of Fed policy, inflation and growth trends, as well as bond supply expectations.

Federal Reserve

Federal Reserve holds interest rates steady, while investors anticipate two cuts in 2025

June 18, 2025
The Federal Reserve projects a somewhat softer economic outlook with increasing inflation expectations and held interest rates steady today, while investors anticipate two rate cuts in 2025.

Municipal Bonds

Tax-sensitive investors capitalize on municipal bonds

June 10, 2025
Attractive features in today’s municipal bond market offer investors in high tax brackets compelling opportunities.

Healthcare Sector

Challenges and investment opportunities in healthcare

June 4, 2025
How to balance the opportunities and risks associated with investing in the healthcare sector.

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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.

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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.