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

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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?

August 11, 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.

Prediction Markets

Prediction markets vs. investing: Why event contracts can't replace a long-term financial plan

August 7, 2026
Prediction markets turn events into tradable contracts. See how they differ from investing and can't replace a long-term financial plan.

Middle East

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

August 6, 2026
This risk framework examines how Strait of Hormuz disruptions and market adaptation could shape the path ahead.

Geopolitics

Geopolitical conflict and its impact on global markets

August 5, 2026
The Iran conflict is moving oil prices as the Russia‑Ukraine war continues, while investors monitor broader market impacts.

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

August 11, 2026
The July jobs report shows a cooling U.S. labor market, with weaker payrolls, limited layoffs and persistent inflation keeping investors focused on Federal Reserve policy.

Bond Market

How changing interest rates impact the bond market

August 4, 2026
How does an evolving interest rate environment create opportunities for bond investors?

Stock Market

How do changing interest rates affect the stock market in 2026?

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

Analysis: Assessing inflation’s impact

July 24, 2026
Higher prices continue to vex consumers and policymakers alike.

Insights and analysis

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

Initial Public Offerings

Is investing in an initial public offering a good idea?

August 10, 2026
It’s easy to get caught up in the excitement surrounding IPOs. Review these common misconceptions before investing.

Monetary Policy

What Federal Reserve monetary policy means for investors

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

What are 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

How midterm elections affect the stock market

July 16, 2026
A look at historical equity market performance around midterm elections.

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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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