MACRO & INVESTING

Macro and markets commentary, investing strategy

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Macro and Investing  |  Markets

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.

 

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.

 

Shifting Gears: At the Table with BNY Experts
MACRO | ECONOMICS

In a new quarterly series, "At the Table with BNY Experts," our brightest minds challenge assumptions on macro trends and market analysis to share unique strategies for navigating a complex investing landscape. Read more from BNY Investments.

BNY iFlow Investor Trends
MACRO | OUTLOOK

iFlow's FX: G10 & EM, published every Thursday, provides a detailed analysis of global foreign exchange movements in major and emerging economies around the world together with macro insights.

Holding altitude: Equity perspectives in volatile times
MACRO | ECONOMICS

U.S. trade policy, mixed economic signals, and fiscal uncertainty is driving equity market volatility. This report is the third edition in a three part series looking at the forces shaping global markets. In this edition, BNY Investments believes that while equity markets were resilient going into the summer, volatility will persist. Learn more from BNY Investments.

Earnings Improvement Is Broadening
MACRO | CHART OF THE WEEK

Earnings growth is on investors’ minds, especially as it broadens beyond the big tech stocks that have shown the most improvement in the past. Learn what this might mean for continued equity gains with BNY Wealth.