Market view

From the desk of CIO Eric Freedman

Eric Freedman, chief investment officer for U.S. Bank Asset Management Group, addresses common questions he gets when meeting with clients recently as he travels across the U.S.

Weekly analysis

Read the weekly market analysis

Quarterly outlook

Read the Q2 2025 Investment Outlook: Navigating global markets

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Keep on top of the latest market news stories developing this week.

Stock market

Challenges and investment opportunities in Healthcare

June 4, 2025
How to balance the opportunities and risks associated with investing in the Healthcare sector.

Government policy

Washington Watch: The House budget reconciliation act moves to the Senate while tariff income flows into the U.S. Treasury

May 29, 2025
The U.S. House of Representatives passed its budget bill including a $4 trillion increase to the debt limit, sending it to the U.S. Senate, where Republicans hold a slim majority.

Monetary policy

Federal Reserve calibrates monetary policy to keep inflation in check

May 27, 2025
Uncertainty surrounding the impact of tariff policies recently dragged down economic growth projections and raised inflation concerns.

Bond market

U.S. Treasuries: Balancing strong income and diversification opportunities with fiscal risks

May 22, 2025
The U.S. Treasury market continues to reflect the interplay of Fed policy, inflation and growth trends, as well as bond supply expectations.

Capital markets and the economy

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

Consumer spending

How does consumer spending impact economic growth?

May 28, 2025
A solid job market, low unemployment and wage increases help support consumer spending in today’s economy.

Economic update

U.S. economy slows

May 28, 2025
Amid an uncertain economic environment complicated by significant trade policy changes, the U.S. economy contracted modestly in the first quarter.

Housing market

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

May 27, 2025
The U.S. housing market faces headwinds in an environment marked by persistently elevated mortgage rates and higher home values.

Jobs market

The effect of the job market on the economy

May 27, 2025
According to the U.S. Bureau of Labor Statistics, the economy added 177,000 jobs in April 2025, following solid growth of 185,000 jobs in March.

Insights and analysis

Federal Reserve holds interest rates steady, while investors anticipate 3 to 4 rate cuts in 2025

At its May meeting, the U.S. Federal Reserve held interest rates steady in a range of 4.25-4.50%, with the intent of bringing inflation closer to the Fed’s 2% target

President Trump announces tariff plans amid market turbulence

White House establishes 10% baseline tariff for all exporters to the U.S. and details roughly 60 specific countries that will have tariffs greater than 10%.

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Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

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U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

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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