2022 Midyear Market Outlook
Will aggressive moves by the Fed curb inflation or stall the economy into a recession? Or both? What impact will the war in Ukraine have on food and fuel prices, and what about continuing supply chain disruptions?
With so much in flux, investors may wonder what they can expect in the second half of 2022. Join BOK Financial investment experts Brian Henderson, Steve Wyett and Cavanal Hill Investment Management President Matt Stephani for their outlook on the domestic and global economy, inflation, and the markets.
How much will the U.S. economy have to slow to combat inflation?
For the Fed, it’s the journey—not the destination—that’s the question
2022 won’t be a breeze but equities will weather the storm
Meet our experts
BOK Financial's experts share their diverse knowledge to break down complex topics, provide timely updates on the state of our economy and dig into industry trends. Get to know these interesting individuals representing just some of our company's areas of expertise.
Steve Wyett, CFA
Steve M. Wyett, CFA is responsible for overseeing BOKF's investment assets.learn more
J. Brian Henderson, CFA
J. Brian Henderson is responsible for leading the Alternative Investments group, Strategic Investment Advisors, and Cavanal Hill Investment Management, Inc.learn more
Matthew Stephani, CFA
Matt Stephani is a successful, highly motivated financial markets professional with 20 years of experience managing public equities across all sectors.learn more
Federal spending still above ‘normal’
Totals exceed levels during the financial crisis
The dilemma of the U.S. debt ceiling
Unemployment is still low, but job market signals shifting
Recession indicators continue to grow