MACRO & INVESTING
Macro and markets commentary, investing strategy
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MACRO | ECONOMICS
Navigating today’s uncertain investing environment requires an understanding of the forces shaping markets. This first report in BNY Investment's three-part series explores the macroeconomic landscape and central bank backdrop, setting the stage for actionable insights across fixed income and equity markets in the second and third reports. Learn more from BNY Investments.
MACRO | OUTLOOK
BNY Investment Institute examines the global macroeconomic landscape at a pivotal moment: where policy determines how the economy navigates between resilience and retreat. The latest quarterly economic outlook explores potential scenarios for the U.S economy, for growth, inflation and policy, and potential effects across major asset classes. Learn more from BNY Investments.
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Views | Clearing & Settlement
Trends | Capital Markets
Views | Alternatives
Scaling for growth: Navigating the next chapter for alts managers
Views | Technology & Innovation
MACRO | OUTLOOK
The second quarter of 2025 underscored a pivotal shift in the global economic and financial landscape. iFlow's Q2 quarterly report reviews key events such as the limits of the U.S. ability to run budget deficits, increased risk of steeper yield curves, fiscal constraints tempering LatAm carry appeal, limits to EUR gains, and ongoing pressure for Asian FX and bond adjustments.
MACRO | OUTLOOK
Our experts examine key events that impacted markets in the first half of 2025 – including policy shifts, tariff expectations and international relations – and how they have changed the economic outlook for the year.
MACRO | CHART OF THE WEEK
The S&P 500 recently hit another all-time high. Is it therefore time to exercise more caution? Not in our view. We see the potential for further upside, and history is on our side. Learn more from BNY Wealth.
MACRO | OUTLOOK
Sinead Colton Grant, BNY Wealth Chief Investment Officer, outlines what economic and market fundamentals are signaling and what that might mean for growth, equity and bond markets the rest of the year. Learn more from BNY Wealth.