Stay up to date with the latest insights and expert analysis on the current state of the economy.
Economic market update: Inflation, debt, hawkish Fed
Each month, UMB Chief Investment Officer Eric Kelly and the UMB investment management team share economic insights and market impacts from the past several weeks.
Economy Topics
2026 midyear economic update: A new era at the Fed
The second quarter brought a rapid rebound from the turbulence unleashed during Q1. Read our 2026 midyear update.
Economic analysis of Q1: The war, oil and consequences for the markets
The first quarter of 2026 witnessed a truly amazing mix of geopolitical and market events in rapid succession. Read our current economic analysis.
AI POV: Impacts on the markets and what the future may hold
AI is here to stay. It is too valuable in driving productivity to be shackled. Here we outline what that may mean for the markets over the next few years.
2026 Economic outlook: The K factor
Economic growth was surprisingly robust last year. However, the Fed was facing some challenges. Read more about our 2026 economic outlook, The K factor.
Economic analysis of Q3 2025: Falling leaves and rising markets
The third quarter of 2025 was marked by improving market sentiment. Watch the replay of the quarterly economic webinar.
Q3 2025 economic update: Another brick in the wall of worry
Read our latest economic check-in that covers factors from Q2 2025 and analyzes the unexpected events in the geopolitical arena and financial markets.
