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Fed delivers super-sized 0.75% interest rate hike in effort to cool inflation
June 15, 2022

Signaling just how seriously the Federal Reserve regards its mandate to maintain stable prices, central bankers today agreed to raise the Fed’s benchmark interest rate 0.75% – the biggest single increase since 1994.

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Daily market recap

June 24, 2022 | 3:33 p.m. CT

The S&P 500 gained 3.06% to close at 3,911.74 on Friday to cap a big comeback this week for equities. The index ended the week 6.5% higher, while the Nasdaq Composite gained 7.5% and the Dow Jones Industrial Average popped 5.4%. Friday's rally was broad-based, with 493 stocks in the S&P 500 making gains and all 11 S&P 500 sectors closing higher. A consumer survey watched closely by the Federal Reserve was released today by the University of Michigan. The survey reports a moderate easing of inflation expectations by consumers, which seemed to buoy investor sentiment today.

News and updates

 

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

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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Federal Reserve recalibrates monetary policy to fight inflation
June 17, 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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Analysis: How persistent might inflation be?
June 15, 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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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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Is economic recovery on schedule or at risk?
June 2, 2022

While economic growth as measured by GDP declined 1.5% in the first quarter, consumer spending is on the rise and corporate profits are also up. But is this enough to overcome inflationary pressures and avoid a recession?

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How rising interest rates are impacting the bond market
May 20, 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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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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Understanding potential tax law changes
May 3, 2022

After legislation designed to drastically alter the tax code failed to pass Congress in 2021, new tax proposals – impacting individuals and business owners – developed by the Biden administration as part of its proposed 2023 budget are now under consideration by lawmakers in the House and Senate.

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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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Treasury yields invert as investors weigh risk of recession
April 12, 2022

What does April’s 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
April 4, 2022

Not only is the war in Ukraine the most significant military event in Europe since World War II, it also represents a potential turning point for the global economy.

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Investment strategies for high inflation and rising interest rates
March 11, 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 do rising interest rates affect the stock market?
March 4, 2022

With interest rates going up this year, what’s the likely ripple effect across capital markets?

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Secure Act 2.0: How new legislation could change the way you save for retirement
February 23, 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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Markets and the Biden administration
February 1, 2022

We explore how the markets have fared so far under the current administration and what to expect in 2022.

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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, June 17, 2022.

Weekly market analysis

U.S. economic data was generally disappointing last week, with small business sentiment, retail sales and housing market activity faltering. Learn how a slowing economy may impact investors in this week’s Market Analysis.

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Media mentions

 

6.23.22 | CNBC | Article

Dow rallies 800 points on Friday to cap big comeback week for stocks

“On balance, sentiment is mixed,” said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management. “Elevated inflation, particularly higher food and energy costs, are among headwinds widely expected to crimp discretionary spending in the near-term.”

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6.13.22 | REUTERS | Article

S&P 500 confirms bear market as recession worry grows

"This is a market that does not look like it is capitulating as much as it is frustrated," said Rob Haworth, senior investment strategist at U.S. Bank Wealth Management in Seattle.

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6.9.22 | YAHOO! FINANCE | Video

Inflation: ‘The stagflation question is now on the table,’ portfolio manager says

Guild CEO Sean Bonner and U.S. Bank Wealth Management global investment strategist Tom Hainlin join Yahoo Finance Live to weigh in on how the upcoming CPI data is impacting markets.

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Q2 investment outlook

We see strong prospects for continued economic recovery this year, despite market volatility stemming from high inflation, evolving Federal Reserve policy and the ongoing geopolitical conflict in Europe.

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