Weekly analysis

Read the weekly market analysis

Quarterly outlook

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

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Keep on top of the latest news impacting capital markets.

Federal Reserve

Federal Reserve keeps interest rates steady as inflation uncertainty rises

April 29, 2026
The Federal Reserve holds interest rates steady in a range of 3.50%-3.75% at its April meeting amid heightened inflation uncertainty and a slow labor market.

White House

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

April 21, 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 16, 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.

Geopolitics

Geopolitical conflict and its impact on global markets

April 10, 2026
As the Russia‑Ukraine war continues, the Iran conflict is 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.

Stock Market

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

May 1, 2026
Changing interest rates affect borrowing costs, consumer spending, bond yields, inflation expectations, and sector leadership, which all help shape stock market performance.

Bond Market

How changing interest rates impact the bond market

May 1, 2026
How does an evolving interest rate environment create opportunities for bond investors?

Housing Market

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

April 20, 2026
Even as housing supply improves, affordability continues to challenge buyers because high interest rates and prices keep monthly payments elevated.

Inflation

Analysis: Assessing inflation’s impact

April 16, 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.

Monetary Policy

Federal Reserve holds interest rates steady amid energy shock, with disagreements on messaging

May 1, 2026
At its April policy meeting, the Federal Reserve left rates unchanged as it balances inflation risks, a softer labor market, and uncertainty tied to developments in the Middle East.

Technology Sector

Investing in tech stocks: Is now a good time?

April 29, 2026
Technology stocks have helped drive market returns in recent years, supported by innovation, productivity gains, and strong earnings growth.

Global Currency

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

April 26, 2026
Taking measure of global currency trends as you position your portfolio of investments.

Private Credit Market

Private credit risks: Liquidity, redemptions and market stress explained

April 23, 2026
A guide to recent headlines, what they mean, and how investors can stay focused on fundamentals.

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