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Perspectives

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

Monthly Commentary: May

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

Topic
Type
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.

Credit Markets

April 2025

Quarterly Money Market Credit Trends by Sector

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

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.

Fed Thoughts

November 2024

Fed Thoughts: A Drama in Three Acts

The Fed’s journey toward disinflation in 2024 is comparable to a three-act drama.

Fed Thoughts

July 2024

Fed Thoughts: Will the Fed Swipe Left or Right?

We determine if the position of price stability will sway the Fed to restrict or ease policy.

Fed Thoughts

June 2024

Fed Thoughts: The Natural or Neutral Rate of Interest, or R* in Brief

We examine the natural or neutral rate of interest, also known as r*.