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2022 midterm election results: A review of capital market implications
November 9, 2022
While the adage “markets like political gridlock” may hold true, our investment strategists anticipate more nuanced capital market implications stemming from the results of this year’s midterm elections.
News and updates
Stay informed on key topics likely to impact markets, the economy and investors.
Analysis: How persistent might inflation be?
November 16, 2022
Inflation spiked sharply over the past year. Learn what this could mean for your finances and if there’s any end in sight to higher prices.
Federal Reserve recalibrates monetary policy to fight inflation
November 8, 2022
With the Federal Reserve raising short-term interest rates and no longer providing liquidity to the bond market, investors should prepare for change as the Fed intensifies its focus on fighting inflation.
How far will the market correction go?
November 8, 2022
With stocks slipping in and out of bear market territory, learn how the market correction and ongoing volatility could impact your investments.
Treasury yields invert as investors weigh risk of recession
November 4, 2022
What does an inverted yield curve say about the economy’s prospects for a recession?
Is the economy at risk of a recession?
November 3, 2022
The Federal Reserve is focused on fighting inflation with aggressive policy moves intended to slow consumer demand. Does this put the economy at risk of a recession?
Secure Act 2.0: How new legislation could change the way you save for retirement
November 2, 2022
The SECURE Act of 2019 was the first major retirement legislation in more than 10 years. Now, more changes may be on their way.
Federal Reserve delivers fourth consecutive outsized 0.75% rate hike in effort to cool inflation
November 2, 2022
The Federal Reserve approved a fourth consecutive 0.75% interest rate increase today, but hinted that future rate hikes may slow. Learn more in this situation analysis from our investment strategists.
How rising interest rates impact the bond market
October 31, 2022
With the Federal Reserve increasing interest rates to get inflation under control, what opportunities does this create for bond investors?
Markets and the Biden administration
October 26, 2022
Explore how the markets have fared so far under the current administration and what to expect moving forward.
The effect of the job market on the economy
October 21, 2022
Even as the economy slows, a strong job market continues to be a major area of focus for the Federal Reserve as it adjusts monetary policy to help curb inflation.
Stocks stage a reversal despite inflation measures registering 40-year highs
October 13, 2022
Today's stock market closed higher despite a 40-year high in core inflation. Are the market's low prices over? Our investment strategists offer their thoughts.
Russia-Ukraine conflict and its continued impact on global markets
October 13, 2022
The most significant military conflict in Europe since World War II, the Russia-Ukraine war creates particular challenges for the global economy.
How midterm elections affect the stock market
October 11, 2022
The 2022 midterm elections are coming up—but could the result affect your portfolio? Our historical analysis offers some food for thought.
Investment portfolio tactics in a challenging market
September 28, 2022
Tactical positioning, dollar cost averaging and rebalancing can help enhance investment returns and manage overall portfolio risk.
Financial planning considerations when inflation is high and interest rates are rising
September 21, 2022
The resurgence of inflation combined with rising interest rates creates challenges for investors in 2022. These tactical considerations can help you navigate today’s unique market dynamics.
Higher-than-expected inflation puts downward pressure on markets
September 13, 2022
Stock and bond prices fell on Tuesday reflecting heightened investor concerns surrounding the release today of a report showing higher-than-expected inflation. Learn more in this situation analysis from our asset management and economics teams.
Balancing opportunities and risks in today’s market
September 12, 2022
The U.S. Bank investment team remains focused on two primary factors that will help determine the direction of capital markets through the remainder of 2022 and into 2023 – the degree to which the U.S. economy slows and inflationary trends.
The recovering value of the U.S. dollar and what it means for investors
September 8, 2022
Taking measure of global currency trends as you position your investment portfolio.
What is tax loss harvesting?
August 17, 2022
With major stock market indices down in 2022, a portion of your portfolio may be in the red. Tax-loss harvesting is a strategy that may provide some relief from investment losses by potentially reducing your tax liability.
Understanding anticipated tax law changes
August 16, 2022
New tax provisions under consideration by the House and Senate are included in the Inflation Reduction Act recently passed by Congress and signed into law by President Biden.
How commodity prices can impact the market and inflation
August 12, 2022
As volatile commodity prices fuel surging inflation, what opportunities does this create for investors?
How supply chain constraints contribute to today’s inflation
August 5, 2022
Learn how inflation in the U.S. is exacerbated by ongoing global supply chain challenges.
How do rising interest rates affect the stock market?
July 21, 2022
With interest rates going up this year, learn what the likely ripple effect across capital markets may mean for investor portfolios.
Capital markets undergo notable repricing in response to rising inflation and higher interest rates
June 2, 2022
It's important to understand what's driving asset repricing and how to position your portfolio going forward.
SPAC market overview: What you need to know
May 18, 2022
There were 248 SPAC offerings in 2020 and 613 in 2021. In the first quarter of 2022, however, fewer than 60 SPAC IPOs came to market. What explains the drop-off in new SPAC issuances this year?
Major market indices post negative returns to start the year
April 28, 2022
Six major market indices – representing stocks, bonds and real assets – all posted negative returns through March 2022. Our chief investment officer, Eric Freedman, examines the reasons for this and discusses investing strategies informed by today’s unique market environment.
Source: U.S. Bank Asset Management Group, November 18, 2022.
Weekly market analysis
Consumer spending remains strong as we head into the holiday shopping season, with retail sales 1.3% above analysts’ expectations in October. Gain the latest insights from our investment strategists in this week’s Market Analysis.
Media mentions
11.16.22 | YAHOO FINANCE | Video
Market strategist: Investors should ‘be more cautious’ amid elevated inflation
U.S. Bank SVP & Public Markets Group Head Lisa Erickson joins Yahoo Finance Live to discuss making investment decisions amid economic headwinds, U.S. retail sales and consumer spending.
11.8.22 | REUTERS | Article
Wall Street ends higher as investors eye U.S. midterms
"On balance, financial markets like gridlock. To the extent that change will be slow and evolving, a divided government of course provides that backdrop," said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis.
11.4.22 | WASHINGTON POST | Article
Stocks slump on Fed warning there’s ‘some ways’ to go on rate hikes
“The market is looking for some footing on the right direction to go,” said Lisa Erickson, senior vice president and head of the public markets group at U.S. Bank Wealth Management.
Q4 investment outlook
With capital markets experiencing year-to-date losses across most major asset classes, investors are wondering how much more downside risk exists in both economic trajectory and asset prices. Learn more in the fourth quarter investment outlook.
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