Market Insights

Same rules, new path

Despite geopolitical tensions, persistent inflation and election uncertainty, the economy has remained remarkably resilient. As AI-driven investment accelerates, deglobalization reshapes trade and supply chains and the midterms bring policy questions into focus, the second half of 2026 could provide important clues about the future path of U.S. and global economic growth and financial markets.

To help you understand these forces, the investment management team at BOK Financial has prepared its 2026 Midyear Market Update: Same rules, new path—featuring four online articles and a webinar.

View our outlook

2026 Midyear Market Update - Same rules, new path, presented by BOK Financial

What’s ahead for the Fed?

In this short video, BOK Financial® Chief Investment Strategist Steve Wyett and Rachel Woods, managing director of institutional strategy and analytics, discuss what the Fed’s leadership change may mean for the central bank’s independence, interest rates, financial markets and more.

Key signals we watch during market volatility

Navigating financial markets during periods of extreme volatility can be challenging--but knowing what indicators matter and what don't can take the mystery out of it. In this video, learn how to assess economic conditions, monitor key indicators like jobless claims and understand the impact of credit spreads, so that you can maintain a long-term perspective amid bumpy markets.

Geopolitics have taken center stage

Rising tensions between nations, ongoing regional conflicts and growing competition over key technologies and materials are reshaping how the world economy works.