MACRO & INVESTING

Macro and markets commentary, investing strategy

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BNY Investment Outlook
MACRO | OUTLOOK

In our annual outlook, investment and market leaders across BNY tackle six key questions we believe will define the year ahead.

 

 Recalculating Route: At the Table with BNY Experts
MACRO | ECONOMICS

In a new quarterly series, our brightest minds challenge assumptions on macro trends and market analysis to share unique strategies for navigating a complex investing landscape. Learn more from BNY Investments.

 

Gears in Motion: What's Driving Global Markets Now
MACRO | ECONOMICS

Explore how shifting inflation, policy changes and labor trends are driving global markets in 2025. Read BNY's latest insights on growth, risk and opportunity.

BNY iFlow Short Thoughts
MACRO | INTEREST RATES

A lack of data and differing views among members of the Federal Reserve's policymaking body have led to shifting expectations on a rate cut at the central bank's December meeting.

Positive Signals from Industrial Production?
MACRO | CHART OF THE WEEK

Industrial production is a proxy for the level of manufacturing in the economy, and last week’s report showed the highest growth rate in three years.

Vantage Point Q4 2025: Threading the Needle
MACRO | OUTLOOK

BNY Investment Institute examines the global macroeconomic crosscurrents at a critical inflection point: where policymakers must thread the needle between sustaining growth and containing inflation. The most recent edition of Vantage Point, a quarterly economic and markets outlook, explores potential scenarios for the U.S. economy, evolving monetary policy and price dynamics - and assesses their implications across major asset classes. Learn more from BNY Investments.