Weekly analysis

Read the weekly market analysis

Quarterly outlook

Q2 2026 investment outlook: Markets navigate solid growth and rising uncertainty

Trending now

Keep on top of the latest news impacting capital markets.

White House

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

April 9, 2026
The stock market under President Trump has held up in 2026 even as tariffs, tax policy, oil prices, and geopolitical conflict have created volatility.

Stock Market

Is a market correction coming?

April 1, 2026
Rising geopolitical risk and market volatility have investors asking whether a market correction is coming. Learn what’s driving markets and what indicators matter most.

Situation Analysis

Iran conflict scenario update: Strait of Hormuz and market implications

March 30, 2026
Military action involving the United States, Israel, and Iran has entered a second month, and the conflict continues to pressure global markets.

Geopolitics

Geopolitical conflict and its impact on global markets

March 26, 2026
As the Russia‑Ukraine war continues, renewed Iran tensions are moving oil prices while investors monitor broader market impacts.

Capital markets and the economy

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

Commodities Market

How commodity prices can impact markets and inflation

April 7, 2026
What opportunities do today’s volatile commodities market offer investors?

Labor Market

Job market’s effect on the economy

April 6, 2026
March jobs report shows a U.S. labor market that is cooling, not cracking.

Consumer Spending

How does consumer spending impact economic growth?

April 3, 2026
Consumer expenditures account for approximately two-thirds of U.S. economic activity, making Americans’ spending crucial to the nation’s ongoing economic expansion.

Federal Reserve

Federal Reserve holds interest rates steady as inflation and hiring remain in focus

March 19, 2026
At its March policy meeting, the Federal Reserve kept rates unchanged as it balances inflation risks, a softer labor market, and uncertainty tied to developments in the Middle East.

Insights and analysis

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

Cash & Investing

Cash management and investing strategies when interest rates are changing

April 9, 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.

Bond Market

How changing interest rates impact the bond market

March 23, 2026
How does an evolving interest rate environment create opportunities for bond investors?

Stock Market

How do changing interest rates affect the stock market in 2026?

March 20, 2026
Changing interest rates affect borrowing costs, consumer spending, bond yields, inflation expectations, and sector leadership, which all help shape stock market performance.

Investing Today

Six questions to ask your wealth professional

March 17, 2026
The Iran conflict has pushed oil prices higher and added fresh market volatility. Instead of reacting to every headline, investors can use this moment to ask better questions about risk, liquidity, diversification, and long-term goals.

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