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.

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.

Middle East Conflict

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

June 23, 2026
Here are three scenarios describing risks and impacts owed to the delay of global energy shipments through the Strait of Hormuz.

Federal Reserve

Fed holds rates steady as new Chair Kevin Warsh commits to price stability

June 17, 2026
Federal Reserve holds interest rates steady as new Chair Kevin Warsh makes unambiguous commitment to price stability.

Your Investments

Six questions to ask your financial advisor

June 10, 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.

Capital markets and the economy

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

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.

Housing Market

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

June 30, 2026
Even as housing supply improves, affordability continues to challenge buyers because high interest rates and prices keep monthly payments elevated.

Bond Market

How changing interest rates impact the bond market

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

Insights and analysis

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

Impact Investing

What is impact investing?

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

Hedge Funds

How do hedge funds work to diversify your portfolio?

June 25, 2026
Learn how hedge funds work, who can invest in them and how they may help qualified investors diversify a portfolio.

Geopolitics

Geopolitical conflict and its impact on global markets

June 24, 2026
The Iran conflict is moving oil prices as the Russia‑Ukraine war continues, while investors monitor broader market impacts.

Real Estate

How REITs can diversify your portfolio

June 15, 2026
From income potential to sector trends, discover how REITs provide diversified exposure to real estate and what today’s market conditions mean for investors.

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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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