Weekly analysis

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Quarterly outlook

Read the Q1 2026 Investment Outlook: Markets seek to continue the winning streak in 2026

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Situation Analysis

Iran conflict scenario update: Strait of Hormuz and market implications

March 30, 2026
Military action involving the United States, Israel, and Iran has entered a second month, and the conflict continues to pressure global markets.

White House

Stock market under the Trump administration: What is driving markets in 2026?

March 27, 2026
The stock market under President Trump has held up in 2026 even as tariffs, tax policy, oil prices, and geopolitical conflict have created volatility.

Geopolitics

Geopolitical conflict and its impact on global markets

March 26, 2026
As the Russia‑Ukraine war continues, renewed Iran tensions are moving oil prices while investors monitor broader market impacts.

Stock Market

Is a market correction coming?

March 25, 2026
Rising geopolitical risk and market volatility have investors asking whether a market correction is coming. Learn what’s driving markets and what indicators matter most.

Capital markets and the economy

Stay a step ahead with market and economic insights that can help inform your investing strategy.

Federal Reserve

Federal Reserve holds interest rates steady as inflation and hiring remain in focus

March 19, 2026
At its March policy meeting, the Federal Reserve kept rates unchanged as it balances inflation risks, a softer labor market, and uncertainty tied to developments in the Middle East.

Inflation

Analysis: Assessing inflation’s impact

March 16, 2026
Higher prices continue to vex consumers and policymakers alike.

Labor Market

Job market’s effect on the economy

March 6, 2026
February’s jobs report delivered a negative surprise, yet pay continued to rise with limited layoffs – keeping the economy moving forward, but on a less certain path.

Housing Market

The impact of today’s changing interest rates on the housing market

March 5, 2026
Even as housing supply improves, affordability continues to challenge buyers because high interest rates and prices keep monthly payments elevated.

Insights and analysis

Read the latest thought leadership from the U.S. Bank Asset Management Group.

Bond Market

How changing interest rates impact the bond market

March 23, 2026
How does an evolving interest rate environment create opportunities for bond investors?

Stock Market

How do changing interest rates affect the stock market in 2026?

March 20, 2026
Changing interest rates affect borrowing costs, consumer spending, bond yields, inflation expectations, and sector leadership, which all help shape stock market performance.

Investing Today

Six questions to ask your wealth professional

March 17, 2026
The Iran conflict has pushed oil prices higher and added fresh market volatility. Instead of reacting to every headline, investors can use this moment to ask better questions about risk, liquidity, diversification, and long-term goals.

Private Credit Market

Private credit risks: Liquidity, redemptions and market stress explained

March 4, 2026
A guide to recent headlines, what they mean, and how investors can stay focused on fundamentals.

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The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

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