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Balancing opportunities and risks in today’s market
August 10, 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.

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News and updates

 

Stay informed on key topics likely to impact markets, the economy and investors.

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?

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Understanding potential tax law changes
August 9, 2022

New tax legislation under consideration by Congress is included in the Inflation Reduction Act recently passed by the Senate.

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Are we going into a recession?
August 9, 2022

While economic growth as measured by GDP declined in the first two quarters of 2022, consumer spending and corporate profits both held up. But with the Federal Reserve fighting inflation with aggressive policy moves intended to slow the economy, is the likelihood of a recession increasing?

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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.

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Analysis: How persistent might inflation be?
August 2, 2022

Inflation is up sharply in 2022. Learn what this could mean for your finances and if there’s any end in sight to higher prices.

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Federal Reserve recalibrates monetary policy to fight inflation
July 28, 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.

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Fed delivers another “super-sized” 0.75% rate hike in effort to cool inflation
July 27, 2022

Stocks rallied today in response to the Federal Reserve’s announcement that it raised its benchmark interest rate 0.75% for the second time in as many meetings in an effort to lower inflation.

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The recovering value of the U.S. dollar and what it means for investors
July 22, 2022

Taking measure of global currency trends as you position your investment portfolio.

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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.

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Markets and the Biden administration
July 19, 2022

Explore how the markets have fared so far under the current administration and what to expect moving forward.

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Treasury yields invert as investors weigh risk of recession
July 13, 2022

What does an inverted yield curve say about the economy’s prospects for a recession?

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Russia-Ukraine conflict and its continued impact on global markets
July 12, 2022

The most significant military conflict in Europe since World War II, the Russia-Ukraine war creates particular challenges for the global economy.

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How rising interest rates are impacting the bond market
July 8, 2022

With the Federal Reserve increasing interest rates in an effort to get inflation under control, what opportunities does this create for bond investors?

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Secure Act 2.0: How new legislation could change the way you save for retirement
July 7, 2022

Proposed changes to the SECURE Act of 2019 may empower you to reach your savings goals and offer more flexibility when you retire.

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Investment strategies for high inflation and rising interest rates
July 6, 2022

The resurgence of inflation combined with rising interest rates creates challenges for investors in 2022. Consider these strategies to help you navigate today’s unique market dynamics.

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How far will the market correction go?
June 22, 2022

With stocks sliding into bear market territory, how might ongoing volatility impact your investments?

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How midterm elections affect the stock market
June 22, 2022

The 2022 midterm elections are coming up—but could the result affect your portfolio? Our historical analysis offers some food for thought.

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40-year high in CPI supports the Fed’s aggressive rate hike path
June 10, 2022

Stocks were down Friday after a highly anticipated inflation report released today indicated prices are rising at a faster-than-expected rate – pushing consumer sentiment to record lows. Learn how this may impact the economy, markets and investors in this situation analysis from our investment strategists.

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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.

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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?

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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.

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How COVID continues to impact the markets and economy
January 4, 2022

Uncertainty surrounding the Omicron coronavirus variant is spurring market volatility. Does this put the economy's recovery at risk?

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Source: U.S. Bank Asset Management Group, August 5, 2022.

Weekly market analysis

Strong job growth in July and still-expanding business activity contrast with other measures indicating recessionary conditions. Get the full picture in this week’s Market Analysis.

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Media mentions

 

8.10.22 | BLOOMBERG | Article

Mocked by everyone, stock rally sits at cusp of a chart landmark

“We’re not convinced that the upturn in stock prices we’ve seen is yet a firm trend,” said Lisa Erickson, senior vice president and head of public markets group at U.S. Bank Wealth Management.

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8.8.22 | YAHOO! FINANCE | Video

Fed: Rents and wages remain 'sticky' components of inflation, strategist says

Rob Haworth, U.S. Bank Wealth Management senior investment strategist, joins Yahoo Finance Live to discuss the next moves by the Federal Reserve to tackle record inflation in the U.S.

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8.8.22 | CNBC | Article

The market’s biggest winners and losers in the Inflation Reduction Act

“The clear winners are clean energy, solar and other renewables,” said Robert Haworth, senior investment strategy director at U.S. Bank Wealth Management.

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Q3 investment outlook

While pervasive selling gripped stocks, bonds, currencies and real estate interests during the first six months of 2022, investors want to know if the second half of the year will improve – or bring more of the same. Get the latest investment outlook from our capital market strategists.

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