Keep up to date with weekly market analyses, quarterly investment outlooks and other timely financial news from the U.S. Bank Asset Management Group.
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 Market Analysis
Listen to the weekly audiocast
Quarterly outlook
Read the Q3 2026 investment outlook: Solid growth endures as policy and geopolitics shift
Keep on top of the latest news impacting capital markets.
Middle East
August 6, 2026
This risk framework examines how Strait of Hormuz disruptions and market adaptation could shape the path ahead.
Geopolitics
August 5, 2026
The Iran conflict is moving oil prices as the Russia‑Ukraine war continues, while investors monitor broader market impacts.
Federal Reserve
White House
July 27, 2026
Corporate earnings continue driving stocks higher under President Trump, even as tariffs, tax policy, oil prices, and geopolitical conflict create volatility.
Stay a step ahead with market and economic insights that can help inform your investing strategy.
Bond Market
August 4, 2026
How does an evolving interest rate environment create opportunities for bond investors?
Stock Market
August 3, 2026
Changing interest rates affect borrowing costs, consumer spending, bond yields, inflation expectations, and sector leadership, which all help shape stock market performance.
Inflation
July 24, 2026
Higher prices continue to vex consumers and policymakers alike.
Consumers
July 24, 2026
Consumer expenditures account for approximately two-thirds of U.S. economic activity, making Americans’ spending crucial to the nation’s ongoing economic expansion.
Read the latest thought leadership from the U.S. Bank Asset Management Group.
Monetary Policy
July 31, 2026
The Federal Reserve held interest rates steady in July as a strong labor market and persistent inflation shifted investor expectations from rate cuts toward possible rate hikes in 2026.
Tips Bonds
July 27, 2026
Treasury Inflation-Protected Securities, or TIPS bonds, may help safeguard your portfolio against the effects of rising prices, but they do include risks.
Midterm Election
July 16, 2026
A look at historical equity market performance around midterm elections.
Cash & investing
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.
