Financial Perspectives
 

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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.

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News and updates

 

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

Federal Reserve concludes tapering as it recalibrates monetary policy to fight inflation
September 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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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.

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Federal Reserve delivers third consecutive outsized 0.75% interest rate hike in effort to cool inflation
September 21, 2022

The Federal Reserve typically changes interest rates in 0.25% increments, making today’s third consecutive 0.75% increase a testament to the Fed’s inflation-fighting resolve. Learn more in this situation analysis from our investment strategists.

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How far will the market correction go?
September 20, 2022

With stocks slipping in and out of bear market territory, learn how the market correction and ongoing volatility could impact your investments.

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Treasury yields invert as investors weigh risk of recession
September 16, 2022

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

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Analysis: How persistent might inflation be?
September 14, 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.

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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.

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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.

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Are we going into a recession?
September 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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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.

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The effect of the job market on the economy
September 2, 2022

How does a hot job market and rising incomes impact efforts to reduce inflation?

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How rising interest rates impact the bond market
September 2, 2022

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

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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.

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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.

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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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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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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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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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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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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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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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Source: U.S. Bank Asset Management Group, September 23, 2022.

Weekly market analysis

We see the crude oil market as undersupplied, which should be supportive for prices over a longer time horizon, but acknowledge downside exists if the economy continues to slow. Learn more in this week’s Market Analysis.

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Media mentions

 

9.14.22 | YAHOO! FINANCE | Article

Fed may ‘consider something more aggressive’ in September meeting, strategist says

Rob Haworth, U.S. Bank Wealth Management senior investment strategist, joins Yahoo Finance Live to discuss the latest inflation data and what it signals about the upcoming FOMC meeting next week.

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9.12.22 | BLOOMBERG | Video

'Bloomberg Surveillance Simulcast' Full Show

U.S. Bank Wealth Management CIO Eric Freedman discusses the Federal Reserve, inflation and the forecast for third quarter corporate earnings.

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9.13.22 | REUTERS | Article

Stocks tumble, dollar rallies as soaring U.S. inflation implies an aggressive Fed

"Moderating inflation is key to higher equity prices and at the moment inflation is running hot. That implies volatility will remain more the norm than the exception into year-end," said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis.

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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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