The U.S. gross domestic product was softer in the first quarter than in the previous quarter, though consumer spending and inflation remain resilient.
The U.S. Bank Asset Management Group sees potential in sectors that have lagged Technology and Consumer Discretionary stocks. Earnings growth, capital expenditures on artificial intelligence and data management, and fiscal policy may offset the impacts of higher interest rates.
Stay informed on key topics likely to impact markets, the economy and investors.
May 1, 2024
While the Federal Reserve held interest rates steady on Wednesday, investors still anticipate one to two cuts this year starting in the fall – a dramatic change from the six to seven cuts expected as recently as January.
May 2, 2024
The Federal Reserve appears to have reached a peak in its current cycle of interest rate hikes and is expected to begin cutting rates later this year.
May 1, 2024
A fresh look at managing your cash and investments in today’s changing interest rate environment can help support your pursuit of the goals that matter most to you.
May 1, 2024
2023 was the slowest year for existing home sales in nearly 30 years. Where’s the housing market headed in 2024?
April 30, 2024
What does a persistently inverted yield curve say about the economy’s prospects for a recession?
April 26, 2024
The Federal Reserve is focused on fighting inflation with monetary policy intended to slow consumer demand. Does this put the economy at risk of a recession?
April 26, 2024
Explore how capital markets have fared so far under the Biden administration and learn what to expect in the runup to this year’s presidential election.
April 26, 2024
Does the stock market dip in April signal a turning point for this bull market?
April 25, 2024
As the Russia-Ukraine war drags on in Europe, other geopolitical conflicts have emerged in the Middle East that threaten to impact global markets.
April 25, 2024
As the national debt continues to grow, investors should take into account long-term considerations potentially impacting interest rates, capital markets and the economy.
April 25, 2024
Investors focus on evolving dynamics in the stock market’s energy sector.
April 18, 2024
Taking measure of global currency trends as you position your investment portfolio.
April 11, 2024
With the Federal Reserve maintaining higher interest rates for longer to get inflation under control, what opportunities does this create for bond investors?
April 11, 2024
Persistently higher prices continue to weigh on consumers and policymakers alike.
April 9, 2024
U.S. presidential elections naturally affect policy — but do they affect the market? Here’s a look at the impact election cycles have historically had on capital markets and what to watch for in 2024.
April 5, 2024
Tech stocks are up to start 2024 – continuing last year’s trend of outpacing the broader S&P 500.
April 5, 2024
Set against the backdrop of persistent inflation, the strong job market continues to draw the attention of the Federal Reserve as it calibrates monetary policy to help curb inflation.
April 4, 2024
What should investors consider when seeking emerging market exposure to the world’s second-largest economy?
April 2, 2024
Could the tragic collapse of Baltimore’s Francis Scott Key bridge, combined with other shipping bottlenecks around the globe, contribute to supply chain disruptions that slow inflation’s retreat?
April 2, 2024
How to balance the opportunities and risks associated with investing in the healthcare sector.
April 2, 2024
With inflation retreating and interest rate cuts likely coming later this year, how should investors position their portfolios to capitalize on potential opportunities, while guarding against risks?
March 29, 2024
As interest rates change, learn what the ripple effects across capital markets may mean for investors.
March 26, 2024
In a delicate balancing act with a Federal Reserve intent on slowing the economy to fight inflation, steady consumer spending has helped avoid a recession. But does record household debt threaten to tip the scales?
March 12, 2024
What do the latest corporate earnings reveal about the direction of the economy and markets in 2024?
February 8, 2024
Consider these tactical asset allocation strategies to help enhance your investment returns and manage overall portfolio risk in today’s dynamic market environment.
April 12, 2024 | CNBC | Article
“We’re getting further risk-off sentiment heading into the weekend. You’re seeing there’s a flight to safety trade, with the dollar stronger, and we’re seeing equities sell off,” said Rob Haworth, U.S. Bank Wealth Management senior investment strategist.
April 9, 2024 | Reuters | Article
“The financials kick off first-quarter reporting season and often set the tone,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Billings, Montana. “We are looking to the cyclical areas as an indicator of the health of corporate America.”
April 4, 2024 | Reuters | Article
On Wednesday, Federal Reserve Chair Jerome Powell was cautious about future interest rate cuts after recent data showed higher-than-expected job growth and inflation. The comments were positive for oil because they indicated solid U.S. economic growth, said Rob Haworth, senior investment strategist for U.S. Bank Wealth Management.