Market Insights
Slow, steady and resilient—but challenges persist
More clarity, slightly more economic growth anticipated for 4Q.
Fed cuts rates for the first time since December
The move may be the first of three cuts before year-end.
BOK Financial’s Chief Investment Officer Brian Henderson anticipates more clarity, slightly more economic growth for 4Q.
Between the changes to U.S. policy, geopolitical tensions, and uncertainty surrounding the U.S. economy, the first half of 2025 has been eventful, to say the least. As we move into the remainder of the year, some variables, such as the economic impacts of tariffs and a stricter immigration policy, remain, so the path forward still has many twists and turns.
BOK Financial’s Chief Investment Officer Brian Henderson anticipates more clarity, slightly more economic growth for 4Q.
Between the changes to U.S. policy, geopolitical tensions, and uncertainty surrounding the U.S. economy, the first half of 2025 has been eventful, to say the least. As we move into the remainder of the year, some variables, such as the economic impacts of tariffs and a stricter immigration policy, remain, so the path forward still has many twists and turns.
What's ahead for AI, the economy and more
BOK Financial® Chief Investment Officer Brian Henderson, Director of Alternative Investments Mark Buntz and Alternative Investments Analyst Rich Castleberry discuss AI’s influence on economic trends and emerging investment opportunities. (October 9, 2025)
What's ahead for AI, the economy and more
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