Market view

From the desk of CIO Dan Farley

America at 250: A birthday worth celebrating

July 4th marks 250 years since the leaders of 13 colonies gathered in the sweltering Philadelphia heat and gave life to an idea that people should enjoy the freedom to pursue their own futures.

Weekly analysis

Read the weekly market analysis

Quarterly outlook

Read the Q3 2026 investment outlook: Solid growth endures as policy and geopolitics shift

Trending now

Keep on top of the latest news impacting capital markets.

Middle East Conflict

Iran conflict scenario update: The Strait of Hormuz and market implications

July 15, 2026
Here are three scenarios describing risks and impacts owed to the delay of global energy shipments through the Strait of Hormuz.

Corporate Earnings

Investors focus attention on corporate earnings

July 10, 2026
What do the latest corporate earnings reveal about the direction of the economy and markets?

Stock Market

Is a market correction coming?

July 7, 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?

June 25, 2026
Corporate earnings drove stocks higher so far under President Trump, even as tariffs, tax policy, oil prices, and geopolitical conflict have created volatility.

Capital markets and the economy

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

Currency Market

The U.S. dollar’s fluctuating value and what it means for investors

July 10, 2026
Taking measure of global currency trends as you position your portfolio of investments.

Labor Market

Job market’s effect on the economy

July 7, 2026
The June jobs report shows a resilient U.S. labor market, with solid hiring, stable unemployment and elevated inflation keeping investors focused on Federal Reserve policy.

U.S. Economy

U.S. economic momentum shifts, but growth continues

July 2, 2026
The U.S. economy regained momentum in early 2026 as business investment, consumer spending and steady job growth helped offset higher inflation, elevated borrowing costs and geopolitical uncertainty.

Inflation

Analysis: Assessing inflation’s impact

July 1, 2026
Higher prices continue to vex consumers and policymakers alike.

Insights and analysis

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

Midterm Election

How midterm elections affect the stock market

July 16, 2026
A look at historical equity market performance around midterm elections.

Cash & Investing

Cash management and investing strategies when interest rates are changing

July 14, 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.

Insurance-Linked Securities

Reinsurance: Opportunities and considerations

July 9, 2026
Reinsurance gains popularity as qualified investors seek return sources that don’t depend on the traditional business cycle.

Impact Investing

What is impact investing?

July 2, 2026
Learn how your personal values can be meaningfully incorporated into your investment strategy.

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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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