Please ensure Javascript is enabled for purposes of website accessibility

Perspectives

A variety of timely topics and trends for today's cash managers

Monthly Commentary: November

We share our latest thoughts on US macroeconomic data and trends. 

Topic

Type

Markets & Economy

October 2025

Recalculating Route: At the Table with BNY

In Q4 2025, BNY market leaders convened to discuss global growth, investor flows, central bank policies and evolving Treasury market dynamics.

Credit Markets

October 2025

Quarterly Money Market Credit Trends by Sector

Dreyfus provides a sector-specific analysis of credit trends within the high-grade money market universe.

Fed Thoughts

October 2025

Fed Thoughts: The Once and Future Fed

We examine October’s FOMC Meeting—and the Fed’s potential makeup in the months to come.

Fed Thoughts

September 2025

Fed Thoughts: A Central Bank Switchback

Recent indicators suggest the Federal Reserve may adopt a “back to basics” approach to policy.

White Paper

August 2025

Fed May Cut Rates by 25 bps in September

Chief Economist Vincent Reinhart believes the circumstances are right for the Fed to likely cut rates.

Money Markets

July 2025

We Are Liquidity

Focused. Client Obsessed. Connected. BNY Investments Dreyfus provides leading and innovative liquidity solutions—it's all we do.

Fed Thoughts

July 2025

Fed Thoughts: A Soundtrack to the Upcoming FOMC Meeting

Chief Economist Vincent Reinhart explores some deep cuts, but not to interest rates.

Markets & Economy

July 2025

Move Fast, Break Things… and Then?

How does US tariff implementation compare to Brexit, and what might that mean moving forward?

Fed Thoughts

June 2025

Fed Thoughts: A Heavy Lift on Trade and Monetary Policy

Lacking sustained data on tariff implementation, we expect the Fed to hold its course.

Credit Markets

May 2025

Moody’s Downgrade of US Long-Term Ratings

How may markets react to Moody’s downgrading the US’s long-term credit rating?

Fed Thoughts

May 2025

Fed Thoughts: The Gambler

The Fed must play the economic hand it’s dealt, but wild cards may be coming.

Markets & Economy

April 2025

Into the Unknown: Liberation Day Tariffs

Which is worse: living with uncertainty or a resolution of uncertainty?

Fed Thoughts

March 2025

Fed Thoughts: William McChesney Martin’s Advice

The Fed is waiting on policies to take effect, and its reaction may draw criticism.

Markets & Economy

March 2025

Is the Bad News Worse than You Think?

The Congressional Budget Office’s assessment of an unstable federal budget may still be too optimistic.

Markets & Economy

January 2025

2025 Global Economic Outlook

Our macroeconomic experts explore potential challenges and bright spots for the global economy in 2025.

Fed Thoughts

January 2025

Fed Thoughts: Knock on Wood

The Fed knocks on wood as they watch the new administration’s policy moves and the impact on inflation.