Market Insights
When will homebuyers get some relief?
BOK Financial® Chief Investment Strategist Steve Wyett and Christopher Maloney, mortgage strategist at BOK Financial Capital Markets, explore the housing affordability issue, including why home prices have remained high overall and when—or if—they may start to trend downward.
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. (May 20, 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.