Market Insights
Growth may be slowing—but recession still unlikely
Fed is likely to cut rates at least once by the end of the third quarter. BOK Financial Chief Investment Officer Brian Henderson provides an outlook for the second quarter of 2025.

What’s driving economic uncertainty?
Hint: It’s not just tariffs. BOK Financial Chief Investment Strategist Steve Wyett and Cavanal Hill Investment Management President Matt Stephani explain why investors are so worried.
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Fed is likely to cut rates at least once by the end of the third quarter. BOK Financial Chief Investment Officer Brian Henderson provides an outlook for the second quarter of 2025.

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.
How do the Fed decisions affect me?
The Federal Reserve raises and lowers rates to balance full employment and price stability for the U.S. economy. Here, we break down what those rate changes mean for each of our finances—and how the changes work to slow or accelerate the economy. (Nov. 22, 2024)