织梦CMS - 轻松建站从此开始!

欧博ABG官网-欧博官方网址-会员登入

BOK Financial: 2025 U.S. Economic and Market Outlo

时间:2025-07-17 21:46来源: 作者:admin 点击: 4 次
Our economic and market outlook for the U.S. in 2025 includes shifts in trade, immigration, and regulation, as well as Fed rate cuts and geopolitical

... / Market Insights/

2025 Economic and Market Outlook

2025 Economic and Market Outlook

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.

And that’s just from the transition in the U.S. presidency. There are also more rate cuts from the Federal Reserve on tap, along with continued geopolitical tension in the Middle East and between Russia and Ukraine to consider.

To provide perspective on these topics and more, the investment management team at BOK Financial has prepared its 2025 annual outlook, Moving forward in a changing world, as a downloadable report, supplemental articles and a webinar.

Download report

Explore these areas of focus

The U.S. economy

U.S. economic growth will likely remain positive in 2025 but slower than in 2024. The overall strength in the job market and robust consumer spending should drive growth, but slowing new job creation and the potential effects of proposed tariffs and tighter immigration controls may hinder growth.

Read article

A road cutting through a forest

International

The path to lower interest rates—including whether we will see any echo waves of inflation—will be a major factor in international markets, but the bigger story may be U.S. tariffs, how they impact global trade and the speed of deglobalization in general.

Read article

Shipping containers

Financial markets

2025 will likely be a good year for the equity market, especially if the Federal Reserve can cut rates two or three times while the economy is still growing. However, escalating geopolitical conflicts and returning inflation remain risks.

Read article

Skyline of a large city

Energy

Energy, or rather access to energy, is key to economic growth and prosperity. Although the energy market is always volatile, making it difficult to ascertain what’s ahead, there are key indicators and drivers to watch, including potential changes to regulation.

Read article

Conductors at an energy facility

Quick links

Meet our experts

BOK Financial's experts share their diverse knowledge to break down complex topics, provide timely updates on the state of our economy and dig into industry trends. Get to know these interesting individuals representing just some of our company's areas of expertise.

J. Brian Henderson, CFAChief Investment Officer

J. Brian Henderson is responsible for leading the Alternative Investments group, Strategic Investment Advisors, and Cavanal Hill Investment Management, Inc.

read bio

Steve Wyett

Steve Wyett, CFAChief Investment Strategist

Steve M. Wyett, CFA is responsible for tracking and communicating about economic indicators affecting the investment climate and overseeing BOK Financial's investment management message.

read bio

Matt Stephani

Matthew Stephani, CFAPresident, Cavanal Hill Investment Management

Matt Stephani is a successful, highly motivated financial markets professional with 20 years of experience managing public equities across all sectors.

read bio

(责任编辑:)

------分隔线----------------------------
发表评论
请自觉遵守互联网相关的政策法规,严禁发布色情、暴力、反动的言论。
评价:
表情:
用户名: 验证码:
发布者资料
查看详细资料 发送留言 加为好友 用户等级: 注册时间:2025-07-19 15:07 最后登录:2025-07-19 15:07
栏目列表
推荐内容