2024 Midyear Outlook: Now decides the future…

As we enter the last half of 2024, we now have more clarity around just how resilient the
U.S. economy is-despite the high-rate environment-and what makes the situation now
so different from recent years.
However, still many questions hang in the air, as we await not only the Fed’s first rate cut
but also the impact of the upcoming presidential election, and then what will happen in the
job market, energy market and broader U.S. economy.
To provide perspective on these topics and more, the investment management team at
BOK Financial has prepared the following outlook as a short video, online articles and
downloadable report.
Explore these four areas of focus:
• The job market & income growth
• Inflation & the Federal Reserve
• AI, energy & natural resources
• Financial markets & elections
Chapters:
00:01 Introduction
01:00 The job market & income growth
02:22 Inflation & the Federal Reserve
04:07 AI, energy & natural resources
05:52 Financial markets & elections
Note: Video was recorded prior to President Biden ending his 2024 reelection bid.