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Midterm elections, capital markets, and the economy

Weekly analysis

Read the weekly market analysis

Quarterly outlook

Read the Q4 2026 investment outlook: Fourth quarter events could quickly reshape the path ahead

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Keep on top of the latest news impacting capital markets.

Corporate Earnings

Investors focus attention on corporate earnings

October 14, 2026
What do the latest corporate earnings reveal about the direction of the economy and markets?

Currency Market

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

October 14, 2026
Taking measure of global currency trends as you position your portfolio of investments.

Stock market

Is a market correction coming?

September 30, 2026
Geopolitical risk and market volatility have investors asking whether a market correction is coming. Learn what’s driving markets and what indicators matter most.

White House

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

September 29, 2026
Corporate earnings continue driving stocks higher so far under President Trump, even as tariffs, tax policy, oil prices, and geopolitical conflict have created volatility.

Capital markets and the economy

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

Labor Market

Job market’s effect on the economy

October 9, 2026
The September jobs report showed slower hiring but limited layoffs, while growing incomes and larger tax refunds have helped households sustain consumer spending.

Global Markets

Analysis: China’s economy and its influence on global markets

October 7, 2026
What should investors consider when seeking emerging market exposure to the world’s second-largest economy?

U.S. Economy

U.S. economic momentum shifts, but growth continues

October 2, 2026
Consumer spending, business investment, and limited layoffs continue to support the U.S. economy, while inflation and elevated interest rates shape the investment outlook.

Consumers

How consumer spending supports U.S. economic growth

October 1, 2026
Consumer spending accounts for about two-thirds of U.S. economic activity. Strong retail sales, low layoffs and continued wage gains support household demand, although higher prices and weak confidence keep the outlook uneven.

Insights and analysis

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

Midterm Elections

How midterm elections affect the stock market

September 28, 2026
A look at historical equity market performance around midterm elections.

U.S. Treasuries

U.S. Treasuries: Balancing income and diversification opportunities with policy risks

September 24, 2026
Opportunities and risks impacting Treasury bond investors.

Monetary Policy

What Federal Reserve monetary policy means for investors

September 18, 2026
The Federal Reserve raised interest rates in September for the first time in more than three years as higher oil prices and persistent inflation strengthened expectations for additional rate hikes.

National Debt

The impact of U.S. national debt on investments

August 27, 2026
As the national debt continues to grow, investors should understand how government borrowing can influence interest rates, financial markets and the broader economy.

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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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