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BNY INVESTMENT
INSTITUTE
Expert perspectives on macroeconomic trends and markets
Leveraging BNY’s deep expertise, the Investment Institute draws upon research from the team and insights from the BNY Global Council to provide views on asset allocation and portfolio construction that shape our client portfolios. Read our thoughtful insights into macroeconomic trends and market dynamics.
Article |
Macroeconomic
Sino-U.S. disagreements on export controls over technology and critical minerals are unlikely to morph into a full-blown trade conflict.
Report |
Macroeconomic
Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Institute.
Article |
Macroeconomic
Japan’s newly elected Prime Minister, Sanae Takaichi, is expected to pursue dovish fiscal and monetary policies, which could boost Japanese equities but pressure the yen.
Article |
Macroeconomic
A U.S. government shutdown began on October 1, 2025, with Republicans and Democrats at an impasse over a deal to keep the federal government funded. The closure could see around 750,000 workers furloughed and cost the U.S. economy billions of dollars. Markets do not appear to be discounting a lengthy shutdown, but it is a risk and adds to economic uncertainty.
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Any views and opinions are those of the author(s), unless otherwise noted and is not investment advice.
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