Keep up to date with weekly market analyses, quarterly investment outlooks and other timely financial news.
Source: Global Economic Health Check, U.S. Bank Asset Management Group, May 19, 2023.
Stocks rose last week, despite the breakdown in debt ceiling negotiations and market expectations of higher interest rates for longer. Performance remains skewed toward growth-oriented stocks as U.S. economic data moderates.
The current capital market environment includes questions about financial sector health, global interest rate policy and economic trajectory. Get answers in the quarterly investment outlook.
Stay informed on key topics likely to impact markets, the economy and investors.
May 19, 2023
With the U.S. government’s authority to borrow money bumping up against the federally mandated debt limit this year, is a political confrontation brewing that could impact capital markets?
May 23, 2023
The Federal Reserve’s aggressive war on inflation is slowing the housing market and curbing investor appetite for real estate. Learn how this could impact the broader economy and investors.
May 23, 2023
What do corporate earnings reveal about the direction of the economy and markets in 2023?
May 18, 2023
In a delicate balancing act with a Federal Reserve intent on slowing the economy to fight inflation, steady consumer spending has helped avoid a recession. But does record household debt threaten to tip the scales?
May 12, 2023
While the pace of rising inflation is slowing, persistently higher prices continue to weigh on consumers and policymakers alike.
May 11, 2023
The Federal Reserve is focused on fighting inflation with ongoing policy moves intended to slow consumer demand. Does this put the economy at risk of a recession?
May 9, 2023
With the Federal Reserve increasing interest rates to get inflation under control, what opportunities does this create for bond investors?
May 8, 2023
Set against the backdrop of a slowing economy, the strong job market has drawn the attention of the Federal Reserve as it adjusts monetary policy to help curb inflation.
May 5, 2023
With interest rates continuing to go up this year, learn what the likely ripple effects across capital markets may mean for investor portfolios.
May 4, 2023
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 continues to battle inflation.
May 3, 2023
As widely anticipated, the Federal Reserve increased its target federal funds interest rate today by 0.25% to a range of between 5.00% and 5.25%. Learn what this may mean for markets, the economy and investors.
May 3, 2023
The U.S. Bank asset management group anticipates that tighter monetary policy will contribute to decelerating economic growth this year, with inflation remaining a concern.
May 1, 2023
Last year’s bear market appears to have given way to a stock market essentially stuck, with prices fluctuating in a relatively narrow trading range.
April 26, 2023
What considerations should investors seeking emerging market exposure pay attention to as China’s economy gains momentum following economic reopening?
April 24, 2023
Don’t let market volatility and an uncertain economic outlook derail your disciplined investing strategy.
April 24, 2023
What does an inverted yield curve say about the economy’s prospects for a recession?
April 24, 2023
Consider these tactical asset allocation strategies to help enhance the potential for investment returns and manage overall portfolio risk.
April 18, 2023
Persistent inflation and rising interest rates can affect your ability to meet your financial goals. Consider a few specific actions to take if you’re looking to help generate income to meet cash flow needs or growth in your portfolio.
April 17, 2023
Taking measure of global currency trends as you position your investment portfolio.
April 13, 2023
After an abysmal 2022, tech stocks are up this year – outperforming the broader S&P 500 by a wide margin. What does this mean for investors?
March 28, 2023
What opportunities does today’s volatile commodities market offer investors?
March 23, 2023
As the most significant military conflict in Europe since World War II drags on, the Russia-Ukraine war continues to impact global markets in significant ways.
March 13, 2023
Our investment strategists assess capital market implications stemming from the recent failures of Silicon Valley Bank and Signature Bank.
March 6, 2023
Explore how capital markets have fared so far under the Biden administration and discover what to expect during the rest of the president’s first term in office.
February 21, 2023
While constraints have eased, ongoing supply chain issues continue to exert an inflationary influence on some sectors of the global economy.
5.16.2023 | Reuters | Article
“There is a question whether there's enough time to get a full deal done rather than a temporary extension, but it doesn't mean they can't come to an agreement in a few weeks,” said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management in Minneapolis.
5.13.23 | Fox Business | Video
U.S. Bank Wealth Management's Lisa Erickson discusses how 'credit tightening' may add financial stress to the economy.
5.12.23 | Bloomberg | Audiocast
Eric Freedman, CIO at US Bank Wealth Management, discusses the investment environment, banking issues and outlook for the economy.
