
Is the economy at risk of a recession?
September 29, 2023
The Federal Reserve is focused on fighting inflation with ongoing policy moves intended to slow consumer demand. Does this put the economy at risk of a recession?
Source: U.S. Bank Asset Management Group, September 22, 2023. The proprietary U.S. Bank Global Economic Health Check analyzes more than 1,000 data points across 22 major economies representing 80% of total global wealth to reflect our view of the strength of economic growth worldwide.
Congressional lawmakers continue to negotiate a spending bill to fund the government. A shutdown looms on October 1, which could impair government inflation and labor market data collection prior to the Fed’s next policy meeting on October 31-November 1.
U.S. stocks are higher so far this year, with enthusiasm for AI bolstering growth-oriented technology companies. Will this strong market performance broaden to other S&P 500 sectors in the year’s second half?
Stay informed on key topics likely to impact markets, the economy and investors.
September 20, 2023
The Federal Reserve held interest rates steady today but projects rates will remain higher for some time. Learn more in this situation analysis from our investment strategists.
September 29, 2023
The Federal Reserve is focused on fighting inflation with ongoing policy moves intended to slow consumer demand. Does this put the economy at risk of a recession?
September 27, 2023
Home values are rising and homebuilding activity is gaining uneven momentum as 30-year mortgage rates hit highs not seen for decades.
September 25, 2023
With interest rates continuing to go up, learn what the ripple effects across capital markets may mean for investor portfolios.
September 22, 2023
What does an inverted yield curve say about the economy’s prospects for a recession?
September 21, 2023
With the Federal Reserve maintaining higher interest rates for longer to get inflation under control, what opportunities does this create for bond investors?
September 21, 2023
With the Federal Reserve maintaining higher interest rates and no longer providing liquidity to the bond market, investors should prepare for change as the Fed continues its fight to lower inflation.
September 18, 2023
What should investors consider when seeking emerging market exposure to the world’s second-largest economy?
September 15, 2023
A fresh look at managing cash and investments in today’s higher interest rate environment.
September 15, 2023
What do the latest corporate earnings reveal about the direction of the economy and markets in 2023?
September 15, 2023
As the economy slows amid higher inflation and rising interest rates, investors look for signs that this year’s stock market rally can be sustained.
September 13, 2023
While the pace of rising inflation is slowing, persistently higher prices continue to weigh on consumers and policymakers alike.
September 7, 2023
In a delicate balancing act with a Federal Reserve intent on slowing the economy to fight inflation, steady consumer spending has helped avoid a recession. But does record household debt threaten to tip the scales?
September 11, 2023
With the potential for a government shutdown looming over politically charged budget negotiations coming to a head at the end of September, our investment strategists consider the capital market implications and possible impact on investors.
September 6, 2023
Set against the backdrop of persistent inflation, the strong job market has drawn the attention of the Federal Reserve as it calibrates monetary policy to help curb inflation.
August 30, 2023
Persistent inflation and rising interest rates affect your ability to meet your financial goals. Consider these strategies to help mitigate risk and boost potential returns.
August 22, 2023
As supply chain bottlenecks subside, so do associated inflationary pressures on the economy.
August 9, 2023
Explore how capital markets have fared so far under the Biden administration and discover what to expect during the rest of the president’s first term in office.
July 26, 2023
What opportunities does today’s volatile commodities market offer investors?
July 21, 2023
As the most significant military conflict in Europe since World War II drags on, the Russia-Ukraine war continues to impact global markets in significant ways.
July 14, 2023
Consider these tactical asset allocation strategies to help enhance investment returns and manage overall portfolio risk.
July 13, 2023
Tighter monetary policy intended to lower inflation will likely contribute to decelerating economic growth in the U.S. during the second half of the year, while ideally avoiding a recession.
July 6, 2023
After an abysmal 2022, tech stocks are up this year – outperforming the broader S&P 500 by a wide margin. What does this mean for investors?
July 6, 2023
Taking measure of global currency trends as you position your investment portfolio.
June 2, 2023
With passage of the Fiscal Responsibility Act of 2023, Congress and the Biden administration resolved the debt ceiling debate and avoided a government default. Find out what this may mean for the economy, capital markets and investors.
9.23.23 | Investing | Article
The current narrow credit spreads suggest investor optimism for a soft economic landing where inflation cools down and the economy avoids a recession, according to Bill Merz, head of capital market research at U.S. Bank Wealth Management.
9.15.23 | Reuters | Article
“We really continue to see that growth resilience story, and I think that's difficult for the market simply because there's concern about what that could mean both for rates and inflation,” said Lisa Erickson, head of public markets at U.S. Bank Wealth Management in Minneapolis.
9.12.23 | CFO Brew | Article
“Present value calculations of future earnings for stocks are tied to assumptions about interest rates or inflation,” said Rob Haworth, senior investment strategy director at U.S. Bank Wealth Management.