REPORT | MARKETS & ECONOMY
Powerful structural forces – AI‑driven innovation, infrastructure transformation, and shifting credit dynamics – are reshaping today’s investment landscape. We think investors require a more deliberate, adaptive approach to portfolio construction.
Vantage Point
Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Strategy & Research Group.
At the Table with BNY Experts
As policy divergence, inflation dynamics and the next wave of AI adoption reshape the global economy, BNY Institute brings expert analysis to where momentum is building in early 2026.
Article | Economy
A surge in energy prices pushed the latest U.S. Consumer Price Index (CPI) reading above forecasts, reinforcing the case that inflation could remain higher for longer. Higher energy prices have also increased market volatility and uncertainty around the path of interest rates.
Checkpoints | Economy
Our monthly chartbook on key economic themes from the BNY Investment Strategy & Research Group
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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