The U.S. economy has defied fears of slowdown, thanks to a successful monetary and fiscal response to the pandemic. Unemployment remains low, and positive productivity gains offer hope for sustained growth. While inflation poses challenges, our base case is continued economic expansion. Steve Wyett, BOK Financial chief investment strategist, explores the nuances of our economic path. (May 17, 2024)

The biggest risk to this market is inflation and biggest risk to inflation is energy,” said Matt Stephani, president of Cavanal Hill Investment Management, Inc., on April 15, 2024, in a conversation with Steve Wyett, chief investment strategist at BOK Financial. We’ll continue to follow the geopolitical tensions and their effects on the markets. Check back here for periodic analysis. (April 16, 2024)

Watch the replay of BOK Financial Chief Investment Officer Brian Henderson’s quarterly webinar, where he offered insights on key economic indicators, the potential for lower rates and these factors' impact on investment strategies. Chief Investment Strategist Steve Wyett and Melissa Lord, director of investment fiduciary and consulting services, joined him. (April 16, 2024)

You’ve probably heard the phrase “soft landing” in the news, but what does it mean? BOK Financial Chief Investment Strategist Steve Wyett explains why a true soft landing is sometimes considered a Goldilocks scenario. (March 21, 2024)

A yield curve is a way to measure bond investors' feelings about risk, and can impact the investment returns. In this video, we break down the differences between a flat, inverted and normal yield curve, and how to approach a long-term investment strategy that works for all three. (March 21, 2024)

Are the Fed’s moves enough to ensure a soft landing, as everyone has hoped, or will we have a recession? BOK Financial Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani provide their views. (Dec. 14, 2023)

Discover why earnings season is a pivotal time for investors. Find out which indicators to look for in earnings reports and why they matter. Understand the impact of economic conditions on earnings and stock prices, and explore why future-focused investing is often more critical than past earnings. BOK Financial Chief Investment Strategist Steve Wyett breaks it all down in his latest video. (Oct. 30, 2023)

When people talk about interest rates moving higher, they often think about the negative impact on borrowers. Still, there is a positive impact on savers who put money away in short-term savings vehicles like CDs, traditional savings accounts and money market funds. BOK Financial Chief Investment Strategist Steve Wyett explains. (Aug. 28, 2023)

Join BOK Financial Chief Investment Strategist Steve Wyett for an easy-to-understand video explanation of what hitting the debt ceiling means, how the U.S. got here and how we can resolve this issue going forward. (Feb. 2, 2023)

Chief Investment Strategist Steve Wyett explains the Fed's latest inflation measure and why it matters. (March 22, 2023)

After the Fed raised interest rates earlier this month, Chairman Powell indicated the ultimate Federal Funds target might be higher than previously expected. Chief Investment Strategist Steve Wyett discusses that topic along with continued job growth, high inflation, and the mid-term election. (Nov. 18, 2022)

The Fed plans to keep monetary policy at restrictive levels until 2% inflation is achieved, rather than the stop-go policy approach it used four decades ago. (Sept. 15, 2022)

Historically it has been very rare that two consecutive quarters of negative real GDP growth were not a recession, but the definition of a recession is broader. Chief Investment Strategist Steve Wyett explores the latest data on spending, employment, manufacturing and trade which today are not at recessionary levels. (Aug. 4, 2022)

The Federal Reserve raised the Federal Funds rate by 25 basis points at their March meeting. Chief Investment Officer Brian Henderson breaks down the Fed’s latest moves, and what to expect from them going forward. (March 18, 2022)

Chief Investment Strategist Steve Wyett reminds investors to not become overwhelmed by short-term events. (Feb. 25, 2022)

Inflation has lasted longer and accelerated to levels the Fed did not expect. Steve Wyett, BOK Financial chief investment strategist, weighs in on what the persistent increase means and what moves the Fed may be considering. (Feb. 16, 2022)

COVID-19 and its variants continue to affect markets around the world. Chief Investment Strategist Steve Wyett weighs in on the latest fluctuations resulting from the Omicron variant. (Dec. 3 2021)

Brian Henderson, chief investment officer, and Liu Liu, director of investment research and management, break down economic impact of Federal Reserve’s latest meeting and actions. (Nov. 8, 2021)

Chief Investment Strategist Steve Wyett reminds investors to speculate responsibly. (Nov. 3, 2021)

Chief Investment Strategist Steve Wyett breaks down the cause and effect of the supply disruptions and when we might start seeing improvements. (Oct. 28, 2021)

Steve Wyett, Chief Investment Strategist for BOK Financial, provides an update on the infrastructure package and the proposed tax implications for corporations and individuals. (Sept. 24, 2021)

Our chief investment strategist, Steve Wyett, explores Fed’s latest reaction to changing market conditions and economic recovery. (June 21, 2021)

Our chief investment strategist, Steve Wyett, breaks down the latest Consumer and Product Price Indexes in his most recent video update. (May 14, 2021)

Steve Wyett, Chief Investment Strategist for BOK Financial, addresses growing concerns about potential inflation in his latest market update. (March 5, 2021)

The pandemic-driven recession was unique in its depth and duration, yet its recovery primed most households for a robust 2021.