BOK Financial

Market Insights

Key signals we watch during market volatility

Navigating financial markets during periods of extreme volatility can be challenging--but knowing what indicators matter and what don't can take the mystery out it. In this video, learn how to assess economic conditions, monitor key indicators like jobless claims and understand the impact of credit spreads, so that you can maintain a long-term perspective amid bumpy markets.

Geopolitics have taken center stage

Global markets look very different today than they did even a few years ago. For decades, countries traded freely and supply chains ran smoothly, creating a long period of relative stability. That’s changing. Rising tensions between nations, ongoing regional conflicts and growing competition over key technologies and materials are reshaping how the world economy works.

Download report

2026 Market Outlook: Positioning the US in a deglobalizing, AI-driven world

View our outlook

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 is ahead for AI the economy and moreWhat's ahead for AI, the economy and more
Opening card for "AI investments, earnings and inflation updates?" videoCorporate earnings, investment in AI boost market optimism
Opening title screen for "What could move markets this week?" video.What might move financial markets this week
Opening title screen for "Will the fed act on earnings, inflation reports" video.Why the Fed’s likely to hold rates steady—for now
Opening screen for video on "What is the impact of the 'Big Beautiful Bill?'"The ‘Big Beautiful Bill’ has passed—now what?
Opening title screen for "How is the labor market impacting economic growth?" video.Will there be any fireworks in the jobs data?
Opening card for "Are Middle East conflicts impacting global energy?" videoOil prices may fall, U.S. LNG prices may rise
Opening title screen for "Economic role of housing" video.When will homebuyers get some relief?
Opening card for "Markets surge despite worries" videoStock market gains may continue, but so will volatility
Opening card for "What does the US-China trade deal mean?" videoWhy markets rallied on the US-China trade deal
Opening card for "Capital markets bounce back" videoEconomic data remains strong
Opening card for "Equities trend positive amid tariff uncertainty" videoPotential bright spots amid uncertainty
Opening card for "Globalization of natural gas" videoIs LNG the ‘Secret Sauce’ for the US?
"Is this peak uncertainty?" explainer video imageWhat may have changed Trump’s mind on tariffs?
Opening card for "Q2 2025 Economic and Market Outlook" video5 lesser-discussed aspects of tariffs
Promo screen for video on "What's driving economic uncertainty?"What’s driving economic uncertainty?
Graphic showing a red arrow rising and falling over the White House.How do the Fed decisions affect me?
Opening card for "AI and the energy landscape" videoAI and the energy landscape
How interest rates shape our economy explainer video imageHow interest rates shape the economy
Market Insights on whether current US economic path is sustainable.A closer look at economic trends
Will Middle East tensions affect energy markets explainer video imageWill Middle East tensions affect energy markets?
Q2 2024 Economic and Market Outlook video recapEconomic and Market Outlook: Q2 2024
What is an economic soft landing explainer video imageWhat is an economic soft landing?
What is a yield curve explainer video imageWhat is a yield curve, and why does it matter that it is inverted?
Statue displayed outside a federal building.Soft landings, inflation and the road ahead
Demystifying corporate earnings season.Understanding corporate earnings season
Girl reviewing ways to utilize higher interest rates to her benefit.The upside of higher interest rates
Debt Ceiling explainer video imageHave questions about the debt ceiling?
Understanding Supercore, the Fed's latest inflation measure. "Supercore” inflation
Updates on mid-term election, job growth and high inflation.Reaction to Fed rates, inflation, and election results
Fed focused on curbing inflation by restricting monetary policy.Fed focused on curbing inflation
Exploring the characteristics of what makes a recession and if we are currently in one. Is this a recession?
Chief Investment Officer Brian Henderson breaks down FOMC first rate hike since 2018.FOMC Institutes First Rate Hike Since 2018
Steve Wyett reminds investors how not be be overwhelmed by current short-term events. Market Volatility? Keep Calm and Carry On.
Steve Wyett explores the Fed response to lingering and accelerated inflation.Fed Reaction to Lingering Inflation
Looking at how the market is reacting to the COVID Omicron variant. Market Reactions to Omicron Variant
Analysis of Federal Reserve's latest movesAnalysis of Federal Reserve’s Latest Moves
Speculating responsibility on SEC Approval of first Bitcoin futures-backed ETF.SEC Approves First Bitcoin Futures-Backed ETF
Steve Wyett breaks down the cause and effect of the supply chain disruptions, Insights on Supply Chain and Labor Woes
Update on the infrastructure package and the proposed tax implications for corporations and individuals.Potential Tax Implications of Infrastructure Plan
Fed reacts to changing market conditions - Employment and price stabilityEmployment and Price Stability
Steve Wyett BOK Financial Chief Investment StrategistWyett Addresses Growing Inflation Concerns
Growing concerns about potential inflation in his latest market update.Is Inflation Just Around the Corner?
2021 Financial Economic Outlook - Consumers Coming BackConsumers Coming Back

Receive market insights from our investment experts to stay current on economic trends and potential impacts on your portfolio positioning.

Join the list (Opens in a new tab)
    More News