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Capital markets undergo notable repricing in response to rising inflation and higher interest rates
May 18, 2022

It's important to understand what's driving asset repricing and how to position your portfolio going forward.

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Daily market recap

May 25, 2022 | 3:40 p.m. CT

The S&P 500 gained 0.95% to close at 3,978.73 on Wednesday. Consumer discretionary and energy were the best performing sectors, up about 2.8% and nearly 2%, respectively. The Federal Reserve released the minutes from its May 3-4 meeting today, which indicate Fed officials recognize the need to raise interest rates quickly in order to combat high inflation. “Most participants judged that 50 basis point increases in the target range would likely be appropriate at the next couple of meetings,” the minutes stated. Yield on the 10-year U.S. Treasury note was little changed following the release, steady at approximately 2.75%, but stocks ticked up after the minutes were released. Investor concerns lately appear to be shifting away from higher rates — focusing instead on the possibility of a recession as inflation remains near 40-year highs.

News and updates

 

Stay informed on key topics likely to impact markets, the economy and investors.

How rising interest rates are impacting the bond market
May 20, 2022

With the Federal Reserve increasing interest rates in an effort to get inflation under control, what opportunities does this create for bond investors?

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SPAC market overview: What you need to know
May 18, 2022

There were 248 SPAC offerings in 2020 and 613 in 2021. In the first quarter of 2022, however, fewer than 60 SPAC IPOs came to market. What explains the drop-off in new SPAC issuances this year?

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Two potential repricings during capital market volatility
May 18, 2022

Major retailers warned of rising cost pressures this week, fueling investor concerns over persistent inflation that led to today’s stock market selloff.

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How far will the market correction go?
May 13, 2022

With the S&P 500 hovering near bear market territory, learn what critical factors may influence stock prices going forward.

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Analysis: How persistent might inflation be?
May 13, 2022

Inflation spiked sharply over the past year. Learn what this could mean for your finances and if there’s any end in sight to higher prices.

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Federal Reserve recalibrates monetary policy to fight inflation
May 6, 2022

With the Federal Reserve raising short-term interest rates and no longer providing liquidity to the bond market, investors should prepare for change as the Fed intensifies its focus on fighting inflation.

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Federal Reserve hikes rates aggressively in fight against inflation
May 4, 2022

The Federal Reserve increased interest rates today by 0.5% and outlined plans to begin reducing asset holdings on its $9 trillion balance sheet. Learn how the Fed’s latest moves to fight inflation could impact markets, the economy and investors.

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Understanding potential tax law changes
May 3, 2022

After legislation designed to drastically alter the tax code failed to pass Congress in 2021, new tax proposals – impacting individuals and business owners – developed by the Biden administration as part of its proposed 2023 budget are now under consideration by lawmakers in the House and Senate.

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Major market indices post negative returns to start the year
April 28, 2022

Six major market indices – representing stocks, bonds and real assets – all posted negative returns through March 2022. Our chief investment officer, Eric Freedman, examines the reasons for this and discusses investing strategies informed by today’s unique market environment.

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Treasury yields invert as investors weigh risk of recession
April 12, 2022

What does April’s inverted yield curve say about the economy’s prospects for a recession?

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Russia-Ukraine conflict and its continued impact on global markets
April 4, 2022

Not only is the war in Ukraine the most significant military event in Europe since World War II, it also represents a potential turning point for the global economy.

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Investment strategies for high inflation and rising interest rates
March 11, 2022

The resurgence of inflation combined with rising interest rates creates challenges for investors in 2022. Consider these strategies to help you navigate today’s unique market dynamics.

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How midterm elections affect the stock market
March 4, 2022

The 2022 midterm elections are coming up—but could the result affect your portfolio? Our historical analysis offers some food for thought.

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How do rising interest rates affect the stock market?
March 4, 2022

With interest rates going up this year, what’s the likely ripple effect across capital markets?

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Secure Act 2.0: How new legislation could change the way you save for retirement
February 23, 2022

Proposed changes to the SECURE Act of 2019 may empower you to reach your savings goals and offer more flexibility when you retire.

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Is economic recovery on schedule or at risk?
February 1, 2022

In the past two years, we’ve transitioned from the most dramatic short-term recession in history to an economy growing at its fastest annual rate in decades. But is the recovery on track?

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Markets and the Biden administration
February 1, 2022

We explore how the markets have fared so far under the current administration and what to expect in 2022.

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How COVID continues to impact the markets and economy
January 4, 2022

Uncertainty surrounding the Omicron coronavirus variant is spurring market volatility. Does this put the economy's recovery at risk?

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Source: U.S. Bank Asset Management Group, May 23, 2022.

Weekly market analysis

Our proprietary economic Health Check indicates continuing growth in the U.S. and developed foreign markets, though slowing from levels of peak acceleration.

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Media mentions

 

5.24.22 | Reuters | Article

S&P 500, Nasdaq slide as weak economic data, dire outlooks stoke recession fears

"As we step back and acknowledge the primary market catalysts, it’s really been about the Fed pivot and the change in interest rates, which have influenced prices across the capital markets," said Bill Northey, senior investment director at U.S. Bank Wealth Management in Helena, Montana.

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5.20.22 | Bloomburg | Video

'Bloomberg Technology' Full Show (05/20/2022)

Eric Freedman, chief investment officer for U.S. Bank Wealth & Institutional Asset Management, speaks with Bloomberg Technology hosts about the parallels between today’s volatile market dynamics and the dot-com bubble of two decades ago (segment begins at 25:00).

Watch now

5.19.22 | Reuters | Article

US STOCKS-Wall Street mixed as Cisco sinks and Nvidia recovers

“The reality is that inflation is running hot and interest rates are rising. And until inflation starts to cool down, the broader market will be under pressure,” said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.

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Q2 investment outlook

We see strong prospects for continued economic recovery this year, despite market volatility stemming from high inflation, evolving Federal Reserve policy and the ongoing geopolitical conflict in Europe.

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