MACRO & INVESTING
Macro and markets commentary, investing strategy
In our annual outlook, investment and market leaders across BNY tackle six key questions we believe will define the year ahead.
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.
Australian Superannuation: Navigating Liquidity and Operational Resilience
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.
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.
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.
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.