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Midterm elections, capital markets, and the economy

Weekly analysis

Read the weekly market analysis

Quarterly outlook

Read the Q4 2026 investment outlook: Fourth quarter events could quickly reshape the path ahead

Trending now

Keep on top of the latest news impacting capital markets.

Stock market

Is a market correction coming?

September 30, 2026
Geopolitical risk and market volatility have investors asking whether a market correction is coming. Learn what’s driving markets and what indicators matter most.

White House

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

September 29, 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.

Federal Reserve

Fed raises interest rates to 3.75%-4.00% in first rate hike in three years, with more expected

September 16, 2026
After hiking interest rates for the first time in three years at the Federal Reserve’s September policy meeting, Fed Chair Kevin Warsh reiterated his commitment to return inflation to the Fed’s 2% target.

Cash and Investing

Cash management and investing strategies when interest rates are changing

September 3, 2026
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.

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

October 2, 2026
Consumer spending, business investment, and limited layoffs continue to support the U.S. economy, while inflation and elevated interest rates shape the investment outlook.

Consumers

How consumer spending supports U.S. economic growth

October 1, 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.

Affordability

Analysis: Assessing inflation’s impact

September 23, 2026
Higher prices continue to vex consumers and policymakers alike.

Housing Market

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

September 22, 2026
Even as housing supply improves, affordability continues to challenge buyers because higher interest rates and prices elevate monthly payments.

Insights and analysis

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

Midterm Elections

How midterm elections affect the stock market

September 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.

Monetary Policy

What Federal Reserve monetary policy means for investors

September 18, 2026
The Federal Reserve raised interest rates in September for the first time in more than three years as higher oil prices and persistent inflation strengthened expectations for additional rate hikes.

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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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.

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