Financial Perspectives
 

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The impact of rising interest rates on the housing market
November 28, 2022

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.

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News and updates

 

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

Secure Act 2.0: How new legislation could change the way you save for retirement
November 29, 2022

Secure Act 2.0 legislation now under consideration by Congress may empower you to reach your savings goals sooner and offer more financial flexibility in retirement.

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The debt ceiling debate in focus
November 22, 2022

With the U.S. government’s authority to borrow money bumping up against the federally mandated debt limit by mid-2023, is a political confrontation brewing that could impact capital markets next year?

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Analysis: How persistent might inflation be?
November 16, 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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2022 midterm election results: A review of capital market implications
November 9, 2022

While the adage “markets like political gridlock” may hold true, our investment strategists anticipate more nuanced capital market implications stemming from the results of this year’s midterm elections.

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Federal Reserve recalibrates monetary policy to fight inflation
November 8, 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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How far will the market correction go?
November 8, 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
November 4, 2022

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

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Is the economy at risk of a recession?
November 3, 2022

The Federal Reserve is focused on fighting inflation with aggressive policy moves intended to slow consumer demand. Does this put the economy at risk of a recession?

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Federal Reserve delivers fourth consecutive outsized 0.75% rate hike in effort to cool inflation
November 2, 2022

The Federal Reserve approved a fourth consecutive 0.75% interest rate increase today, but hinted that future rate hikes may slow. Learn more in this situation analysis from our investment strategists.

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How rising interest rates impact the bond market
October 31, 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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Markets and the Biden administration
October 26, 2022

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

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The effect of the job market on the economy
October 21, 2022

Even as the economy slows, a strong job market continues to be a major area of focus for the Federal Reserve as it adjusts monetary policy to help curb inflation.

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Stocks stage a reversal despite inflation measures registering 40-year highs
October 13, 2022

Today's stock market closed higher despite a 40-year high in core inflation. Are the market's low prices over? Our investment strategists offer their thoughts.

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Russia-Ukraine conflict and its continued impact on global markets
October 13, 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 midterm elections affect the stock market
October 11, 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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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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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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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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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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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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Source: U.S. Bank Asset Management Group, November 25, 2022.

Weekly market analysis

Lower earnings projections and the possibility of recession in 2023 temper the potential for significantly higher stock market returns next year. Get the latest Insights from our investment strategists in this week’s Market Analysis.

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Media mentions

 

11.30.22 | CHEDDAR NEWS | Video

U.S. stocks close near session highs after Powell signals rate-hike slowdown

Lisa Erickson, head of the public markets group for U.S. Bank Wealth Management, joined Cheddar News' Closing Bell to discuss the Federal Reserve signaling its intention to slow the pace of interest rate hikes at its next meeting of the Federal Open Market Committee (FOMC) in December.

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11.29.22 | REUTERS | Article

S&P 500 seen ending next year up 6% after choppy first half

"At present, company guidance for 2023 is largely elusive given economic uncertainty, ongoing inflationary pressures and lack of visibility into consumer and business spending in 2023," said Terry Sandven, chief equity strategist at U.S. Bank Wealth Management in Minneapolis.

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11.28.22 | REUTERS | Article

Wall Street ends down sharply, hit by Apple and China worries

"We think COVID itself and China's policy is one of the key variables for 2023 that would influence stock prices and investors," said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management in Minneapolis.

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Q4 investment outlook

With capital markets experiencing year-to-date losses across most major asset classes, investors are wondering how much more downside risk exists in both economic trajectory and asset prices. Learn more in the fourth quarter investment outlook.

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