Insights
Monitoring the macro environment? Whether you need near-term insights for a short- or long-duration trade or you’re looking for the next big opportunity, our strategists offer well-informed macro analysis backed by years of industry experience from former central bankers and investment practitioners.
Gain unexpected and invaluable insight leveraging our perspective as a global financial services company managing, moving and safekeeping nearly $50 trillion in assets. Our unique vantage point allows us to spot trends as they form — so whatever the region, asset class or development you're following, our commentary team delivers timely insights on the biggest forces impacting today's markets.
Investor Holdings & Flows
Decades of experience in financial markets and unique data-driven insights on global capital flows. That combination, covering developed and emerging markets alike, is what you get from our iFlow team to complement your own analysis of bond, credit, currency and equity markets across the world. Economic, policy and political analysis, too.
Subscribe to daily, weekly, monthly and ad hoc reports from our macro strategists via the button below the product descriptions at lower-right.
THE TEAM
John Velis
AMERICAS MACRO STRATEGIST
Geoff Yu
EMEA MACRO STRATEGIST
Wee Khoon Chong
APAC MACRO STRATEGIST
John Arabadjis
HEAD OF MACRO STRATEGY PRODUCT AND ANALYTICS
Bob Savage
HEAD OF MARKETS STRATEGY AND INSIGHTS
FEATURED
Inflation and the outlook for rate cuts
JULY 15, 2024
Slowing inflation is boosting the case for rate cuts sooner than later. Core components are down, but so is demand. There is less interest in buying inflation protection or inflation-linked equities.
Assessing Q3 risks in Europe
JULY 5, 2024
Surprise election results in France and the UK highlight risks that could impact the economy. While the effects vary, for the most part they do not seem to be priced in. There are longer-term risks as well.
INSIGHTS
Macro Morning Briefing
Macro Morning Briefing is a daily publication that provides views on macroeconomic and geopolitical catalysts driving global markets.
Daily Flows
Daily Flows leads with highlights in FX, fixed income and equity markets from the prior business day. Updates of iFlow Mood and iFlow Carry and Trend follow.
Short Thoughts
Short Thoughts is a U.S. focused perspective published weekly (Tuesdays) that offers thoughts on money markets, bank reserves, deposits and Federal Reserve policies.
Weekly Flows & Holdings
Published on Wednesdays, Weekly Flows & Holdings illustrates via histograms and charts, performance and holdings across global bond, currency and equity markets.
Macro Review
Macro Review is published the last week of each month and recaps developments in global bonds, currencies and equities. It includes potential rebalancing flows.
Macro Investor Trends
Published quarterly, Macro Investor Trends examines iFlow data in-depth to construe how real money investors are positioned across asset classes.
Market Movers
Market Movers is published every business day before U.S. markets open. It gives highlights from preceding action and takeaways.
Week Ahead
Week Ahead is published on Sundays and previews activity across global markets over the coming week. Charts, links and a data and events calendar are included.
Economic & Investment Analysis
Navigate the noise of today’s busy market environment with strategic outlooks from our experts on the Global Economics and Investment Strategy (GEIA) team. Every quarter, GEIA serves up midrange perspectives on every asset class, complemented by thought-provoking research on important topics like sustainability finance and de-dollarization.
With the team’s directional predictions, comprehensive analysis into investments that are showing promise and breakdowns of potential economic scenarios, you can focus on more strategic goals.
THE TEAM
Shamik Dhar
GLOBAL CHIEF ECONOMIST
Aninda Mitra
HEAD OF ASIA MACRO AND INVESTMENT STRATEGY
Sonia Meskin
HEAD OF US MACRO
Sebastian Vismara
SENIOR FINANCIAL ECONOMIST
Jake Jolly
HEAD OF INVESTMENT ANALYSIS
FEATURED
Vantage Point Q2 2024:
pivotal moment
MARCH 2024
Vantage Point is the quarterly economics and markets outlook from the Global Economics and Investment Analysis team. Read the Q2 2024 report from BNY Investments.
Alternative Investments 2024: unlocking potential
MARCH 2024
This report examines non-traditional investments that could take advantage of eight cyclical and secular themes, potentially offering different return drivers and risk profiles to help portfolios remain resilient in varying market climates.
INSIGHTS
Vantage Point
Quarterly macro-outlook and investment playbooks.
Weekly Roundup
Our weekly analysis of economic news and equity, bond and foreign exchange performance, complete with major financial benchmarks’ performance.
Monthly Roundup
A detailed monthly data-driven overview providing insight and analysis of the global economy, equities, fixed income and foreign exchange.
Featured Insights
Timely macro and market analysis and how it impacts longer-term outlook.
Points of View
Deep dive research notes into the critical macro and market dynamics that will shape markets in years to come.
Market Watch
Bi-weekly market reviews, outlooks and discussions of investment implications from our chief economist.
To get the full range of insights from the GEIA team, visit im.bnymellon.com or contact your usual relationship manager.
Indexing Strategies
Our Mellon team helps investors navigate major developments in markets and benchmarking, unpacking global capital markets with a practitioner’s view. As the firm’s in-house specialist index investment manager, the team provides commentary that spans both the equity and fixed-income markets and explains the nuances of indexed products, key issues around proxy voting, the evolving macro landscape and much more.
THE TEAM
Vincent Reinhart
CHIEF ECONOMIST & MACRO STRATEGIST AT DREYFUS & MELLON
Nick Tocchio
GLOBAL ECONOMIST AT DREYFUS & MELLON
Stephanie Hill
HEAD OF INDEX AT MELLON
FEATURED
Fed thoughts: playing with blocks
MAY 2024
Dreyfus & Mellon Chief Economist and Macro Strategist Vincent Reinhart offers what he believes are risks to the Federal Reserve’s management of monetary policy.
Proxy voting report spring
2024
APRIL 2024
Mellon’s fourth semi-annual voting report covers governance risk around the use of artificial intelligence and details topics discussed with every portfolio company engaged with between July – December 2023.
INSIGHTS
Monthly Macro Chart
Unpacking the real-world impact of relevant macro themes like inflation and government borrowing.
Fed Thoughts
Reports discussing what we expect to hear at the next FOMC meeting.
Behind the Curtain
Webcasts discussing the outcome of the FOMC meetings and the investment implications.
Quarterly Economic Outlook
Quarterly webcast series breaking down the quarter's topical events and market positioning.
Markets and Economy
Special reports delivering our take on the most relevant themes in money markets and index investing.
To get the full range of Insights from the Mellon team, visit mellon.com or contact your relationship manager.
Money Market Watch
If you need the inside track on central bank moves and their impact on short-term and cash investments, you’ll want to read the regular updates from our Dreyfus commentary team.
Breaking down the big numbers and data releases, the team pays specific attention to how the actions of the Fed and the U.S. Treasury are moving global money markets. There are also special macro reports and webcasts when big news breaks.
THE TEAM
Vincent Reinhart
CHIEF ECONOMIST & MACRO STATEGIST AT DREYFUS & MELLON
John Tobin
HEAD OF INVESTMENT AT DREYFUS
Nick Tocchio
GLOBAL ECONOMIST AT DREYFUS & MELLON
FEATURED
Behind the curtain: the FOMC meeting in review
MAY 2024
In this webcast Dreyfus and Mellon economists and investment strategists analyze the Federal Open Market Committee’s May 2nd meeting as it continues its fight against inflation.
Navigating money market
fund reform
APRIL 2024
Dreyfus outlines its implementation of key money market fund reforms in response to amendments adopted by the Securities and Exchange Commission in 2023.
INSIGHTS
Client Webcast
Insights on the latest market news, industry trends, product updates and more.
Money Market Commentary
Weekly analysis of global money market and short-end developments.
Fed Thoughts
Reports on what we expect to hear at the next FOMC meeting.
Behind the Curtain
Webcasts discussing the outcome of the FOMC meetings and the investment implications.
Quarterly Economic Outlook
Quarterly webcast series breaking down the quarter's topical events and market positioning.
Markets and Economy
Special reports delivering our take on the most relevant themes in money markets and index investing.
To get the full range of insights from the Dreyfus team, visit dreyfus.com or contact your usual relationship manager.
Wealth Management Perspectives
Our Wealth strategists and investment practitioners monitor the week’s major equity and bond market moves, providing actionable insights that can give you the edge. The team’s investment updates deliver the latest intelligence about what’s happening, what it all means and the bottom line for your portfolio.
These weekly viewpoints are served up alongside quarterly outlooks that provide the key takeaways and our own asset-class positioning.
THE TEAM
Leo Grohowski
CHIEF INVESTMENT OFFICER
John Flahive
HEAD OF FIXED INCOME
Alicia Levine
HEAD OF INVESTMENT STRATEGY AND EQUITY ADVISORY SOLUTIONS
FEATURED
U.S. Economic
Leadership Continues
JUNE 11, 2024
May's nonfarm payroll report showed continued resilience of the U.S. labor market, despite the unemployment rate increasing to 4% for the first time in more than two years. Continued strength in the labor market could have implications for an expected Fed rate cut this year. Read more from BNY Wealth.
2024 Capital markets
assumptions
NOVEMBER 21, 2023
The 2024 edition of BNY Wealth's 10-year Capital Market Assumptions offers projections for asset class returns, volatilities and correlations over the next decade.
INSIGHTS
Chart of the Week
A weekly theme summarized in a single chart.
Capital Markets Assumptions
Projections for asset class returns, volatilities and correlations over the next decade, helping to shape the design of investors’ long-term portfolios.
To get the full range of Insights from the Wealth Management team, visit bnymellonwealth.com or contact your relationship manager.
Advisory Outlook
Get insight into the latest investment themes with market analysis from BNY Mellon Advisors, Inc., an affiliated registered investment adviser of BNY Pershing and Pershing X. We showcase capital market trends through a thematic lens to help advisors navigate shifting market environments with their clients.
Each quarter, our investment team provides strategic outlooks on capital market developments and explains the full significance of the major news affecting investing, economics and geopolitics.
THE TEAM
Matthew Forester
DEPUTY CIO OF BNY MELLON ADVISORS
INVESTMENT INSIGHTS
Elaborate contraptions
JANUARY 2024
Explore the complex mechanisms of the global economy and capital markets.