Market Insights
Stock market gains may continue, but so will volatility
BOK Financial® Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani explore why the recent stock market gains may continue and the implications of Moody’s downgrade of U.S. credit.
Why markets rallied on the US-China trade deal
Steve Wyett, chief investment strategist at BOK Financial® explains the implications of the 90-day tariff rollback. (May 13, 2025)
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BOK Financial’s Chief Investment Officer Brian Henderson explains the lesser-known aspects of tariffs and the potential effects in the U.S. and other countries.

A new year is often associated with transformation. Even so, the degree of change ahead in 2025 looks unusually large for the U.S., with potential shifts in trade policy, immigration, regulation and more. BOK Financial's investment management team has prepared its 2025 market outlook as a downloadable report, supplemental articles and a recorded webinar.