Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.

Direct-to-client (DTC) health platforms and personalized compounded treatments may become standard practice in the rapidly evolving obesity treatment market. BNY Investments analyst Dr Oriana Beaumont believes that Novo Nordisk’s recent changes will help position them to effectively compete in this exciting and vast market.

At $30 trillion outstanding, on its way to $52 trillion over the next decade, the U.S. Treasury market is the deepest, most liquid government bond market in the world.

We sat down with Jason Granet, Chief Investment Officer at BNY, Vincent Reinhart, Chief Economist and Macro Strategist at BNY Investments Dreyfus and Mellon, and John Velis, FX and Macro Strategist for the Americas at BNY Markets, to discuss the direction of the U.S. economy, global central bank policy and the outlook for asset prices.