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.

 

Vantage Point Q1 2026: Rates, Rules and Reality
MACRO | OUTLOOK

Discover how rates, governance and macro realities could shape portfolios in 2026 with the latest edition of Vantage Point, as the BNY Investment Institute explores the position for evolving policy and market dynamics in the year ahead. Learn more from BNY Investments.

 

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.

BNY iFlow FX: G10 & EM
MACRO | CURRENCIES

The ECB cannot lose sight of exchange rate competitiveness. PBoC to maintain vigilance amid potential credit stress. LatAm FX staging flow recovery, but funder selection remains difficult.

Are Earnings Broadening Beyond the Mag-7?
MACRO | CHART OF THE WEEK

Tech stocks have led the S&P 500 for years, with earnings strength projected to persist in 2026. The latest Chart of the Week from BNY Wealth examines the emerging forces contributing to gains across the index and the market - well beyond the Magnificent Seven.

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.