Capitalize on today's evolving market dynamics.
With changes to taxes and interest rates, it's a good time to meet with a wealth advisor.
Weekly analysis
Read the weekly market analysis
Financial perspectives
Market news
Keep up to date with weekly market analyses, quarterly investment outlooks and other timely financial news from the U.S. Bank Asset Management Group.
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.
Middle East Conflict
Iran conflict scenario update: The Strait of Hormuz and market implications
May 14, 2026
Here are three scenarios describing risks and impacts owed to the delay of global energy shipments through the Strait of Hormuz.
Job Market
Job market’s effect on the economy
White House
Stocks under the Trump administration: What is driving markets in 2026?
May 7, 2026
Corporate earnings drove stocks higher so far under President Trump, even as tariffs, tax policy, oil prices, and geopolitical conflict have created volatility.
Stock Market
Is a market correction coming?
May 6, 2026
Elevated geopolitical risk and market volatility have investors asking whether a market correction is coming. Learn what’s driving markets and what indicators matter most.
Capital markets and the economy
Stay a step ahead with market and economic insights that can help inform your investing strategy.
Consumer Spending
How does consumer spending impact economic growth?
May 20, 2026
Consumer expenditures account for approximately two-thirds of U.S. economic activity, making Americans’ spending crucial to the nation’s ongoing economic expansion.
U.S. Economy
U.S. economic momentum shifts, but growth continues
May 13, 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.
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?
Insights and analysis
Read the latest thought leadership from the U.S. Bank Asset Management Group.
U.S. Treasuries
U.S. Treasuries: Balancing income and diversification opportunities with policy risks
May 21, 2026
How Treasury bonds and interest rates impact investors.
Artificial Intelligence
Investing in AI: Assessing the investment opportunities
May 21, 2026
AI growth accelerates while sector volatility heats up.
China
Analysis: China’s economy and its influence on global markets
May 19, 2026
What should investors consider when seeking emerging market exposure to the world’s second-largest economy?
Geopolitics
Geopolitical conflict and its impact on global markets
May 18, 2026
The Iran conflict is moving oil prices and the Russia‑Ukraine war continues, while investors monitor broader market impacts.
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