Capital Market Assumptions
Pressure creates resilience or strain. Our CMAs provide a disciplined, long-term view to help investors build enduring portfolios.
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.
Vantage Point
Welcome to another edition of Vantage Point, the quarterly economic and market outlook from the BNY Investment Institute.
Article | Fixed Income
Equity markets have delivered strong returns in recent years, prompting some investors to overlook the role of bonds in a portfolio.
Article | Geopolitics
The U.S. and Israeli strikes on Iran, resulting in the death of certain members of Iran’s leadership, are serious developments for regional political and global energy price stability as they could set off moderate to material demand-supply imbalances.
Article | Tariffs
The Supreme Court of the United States (SCOTUS) announced in a 6-3 ruling that tariffs imposed under the International Emergency Economic Powers Act (IEEPA) exceeded the powers of the president.
Chart of the Week | Economy
Gross domestic product undershot expectations last quarter, but the shortfall appears driven more by the temporary government shutdown than broad-based weakness. Consumer demand remains resilient, and with supportive fiscal policy, easing financial conditions and a steady labor market, the outlook points to a modest acceleration in economic activity this year.
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