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

Listen to the weekly audiocast

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.

Artificial Intelligence

Investing in AI: Assessing the investment opportunities

August 13, 2026
AI growth accelerates while sector volatility heats up.

Stock market

Is a market correction coming?

August 13, 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?

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.

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

August 28, 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.

Housing Market

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

August 21, 2026
Even as housing supply improves, affordability continues to challenge buyers because higher interest rates and prices elevate monthly payments.

Affordability

Analysis: Assessing inflation’s impact

August 21, 2026
Higher prices continue to vex consumers and policymakers alike.

Consumers

How does consumer spending impact economic growth?

August 18, 2026
Consumer expenditures account for approximately two-thirds of U.S. economic activity, making Americans’ spending crucial to the nation’s ongoing economic expansion.

Insights and analysis

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

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.

U.S. Treasuries

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

August 27, 2026
Opportunities and risks impacting Treasury bond investors.

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.

Start of disclosure content
Disclosures

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Wealth Management – U.S. Bank is a marketing logo for U.S. Bank.

Start of disclosure content

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

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.

U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.