Vantage Point
Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Strategy & Research Group.
Outlook
In our annual outlook, investment and market leaders across BNY tackle six key questions we believe will define the year ahead.
Market Pulse Video Series
The Market Pulse video series features timely, actionable insights from our key investment professionals and thought leaders — to help you stay informed and make confident decisions in today's markets.
Article | Equities
The investment environment for private infrastructure has been challenging—interest rates are high, and historical hurdle rates are becoming more difficult to attain.
Chart of the Week | Economy
Global equities have risen an annualized 11% since 2020 despite repeated shocks, as resilient growth and earnings have helped markets recover from periods of volatility. While the U.S.-Iran conflict poses near-term inflation and growth risks, markets remain constructive as earnings expectations continue to improve.
Article | Economy
Consumer prices rose 0.6% in April, taking headline CPI (Consumer Price Index) from 3.3% to 3.8% year-over-year, the highest since May 2023.
Article | Economy
Midterm elections often cause short-term spikes in market volatility. In the months leading up to election day, uncertainty around outcomes, policy changes, and campaign agendas can cause swings in investor sentiment.
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