Drawing upon the breadth and expertise of BNY, the Investment Institute generates thoughtful insights on macroeconomic trends and markets. The BNY Investment Institute, leveraging research from the team and insights from the BNY Global Investment Council, provides views on asset allocation and portfolio construction that shape our client portfolios.
Our Research
Update as of 4pm on May 29: The Appeals Court said the ruling is stayed (on pause). Tariffs prior to the U.S. Trade Court’s ruling on Wednesday are in effect, pending the appeals process which may go to the Supreme Court.
The U.S. postponed a planned 50% tariff on European Union (E.U.) imports from June 1 to July 9. This likely serves as a strategic move but underscores the challenges of reaching an agreement between the U.S. and larger economic blocs.
The U.S. bombardment of Iran’s nuclear facilities on Saturday (June 21) was a significant escalation of the conflict involving Israel and Iran–and, in our view, it raises the risk of an oil price shock.
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