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Perspectives

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

Taxable Money Market Commentary, Feb 2023

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Tax-Exempt Money Market Commentary, Feb 2023

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Topic

Type

Fed Thoughts

March 2023

Fed Thoughts: The Long and Short of Policy Choice

Chief Economist and Macro Strategist Vincent Reinhart predicts March Fed action and outlines the potential short- and long-term consequences.

Markets & Economy

February 2023

The Debt Ceiling: The Other Nuclear Threat

Chief Economist and Macro Strategist Vincent Reinhart breaks down the debt ceiling for cash investors.

Credit Markets

February 2023

3Q22 Money Market Credit Trends By Sector

The Dreyfus credit research team provides their view on various sectors they cover as of the third quarter of 2022.

Money Markets

December 2022

Discover Dreyfus

With nearly 50 years of history building innovative liquidity solutions, we are committed to building powerful, lasting solutions to meet the financial goals of our clients.

Fed Thoughts

December 2022

Fed Thoughts: The Fed & the Fisc

We share thoughts on the last FOMC meeting in 2022 and the challenges ahead in 2023.

Fed Thoughts

October 2022

Fed Thoughts: Operating at a Loss

The Federal Reserve is operating at a loss. We review the arithmetic of inflation ahead of the November FOMC meeting.

Credit Markets

September 2022

2Q22 Money Market Credit Trends By Sector

Explore second-quarter results across credit sectors with the Dreyfus credit team.

Money Markets

September 2022

Dreyfus: The Lion's Share

We outline Dreyfus’ core values and commitment to clients—the foundation of our industry position as a trusted partner with a full suite of liquidity solutions to meet our clients’ unique financial challenges.

Fed Thoughts

August 2022

Fed Thoughts: Suspension of Disbelief

Chief Economist and Macro Strategist Vincent Reinhart reviews the July 26-27 FOMC meeting and the dangers of disinflation optimism.

Markets & Economy

August 2022

Global Inflation Outlook

Chief Economist and Macro Strategist Vincent Reinhart provides his insights on the inflation outlook for major economies.

Fed Thoughts

July 2022

Fed Thoughts: That Was the Week That Was

Chief Economist and Macro Strategist Vincent Reinhart reviews the bizarre events, including a leak to the Wall Street Journal, ahead of the June Federal Open Market Committee meeting.

Fed Thoughts

July 2022

Who is in Charge?

Chief Economist and Macro Strategist Vincent Reinhart provides his outlook on what to expect from the July 26-27 FOMC meeting.

Markets & Economy

June 2022

Recession Risks

Chief Economist and Macro Strategist Vincent Reinhart discusses impending recession risks following the Federal Reserve’s (Fed’s) rate hike in its effort to pursue price stability.

Fed Thoughts

June 2022

Fed Thoughts: Wake Me When September Ends

Chief Economist and Macro Strategist Vincent Reinhart outlines why the Federal Open Market Committee might diverge from gradualism later this year.

Credit Markets

June 2022

1Q22 Money Market Credit Trends by Sector

The Dreyfus credit research team provides their view on the various sectors they cover as of the first quarter of 2022.

Markets & Economy

May 2022

LUNA(cy)

Investors should draw as many lessons as possible from the recent collapse of the stablecoin UST and its crypto token twin LUNA. Chief Economist and Macro Strategist Vincent Reinhart offers three.

Fed Thoughts

May 2022

Fed Thoughts: Going Over “Niagara Falls”

Chief Economist and Macro Strategist Vincent Reinhart outlines how the dominoes will likely begin to fall at the May FOMC meeting.

ESG

April 2022

Valuing a Legacy of Education

The Dreyfus BOLD commitment to Howard University through Dreyfus’ Government Cash Management fund brought forth perspectives from BNY Mellon’s own employees on the value of an HBCU education.

Markets & Economy

April 2022

The Risk of Recession

As inflation and geopolitical tensions rise, so too does the specter of recession. Chief Economist and Global Strategist Vincent Reinhart briefly reviews the catalysts for a US and European recession in 2022 as well as our outlook on China-US relations.

Markets & Economy

April 2022

Back from the Future: Reverse Engineering a Recession

Chief Economist & Macro Strategist Vincent Reinhart provides detailed perspective on the probability of a US recession through four popular predictors. Reinhart’s macro outlook also outlines risks surrounding key trading partners and concludes with views on what method of asset allocation may weather an impending storm.

Credit Markets

March 2022

Q421 Money Market Credit Trends by Sector

The Dreyfus credit research team provides their view on the various sectors they cover as of Q4 2021.

Fed Thoughts

March 2022

Fed Thoughts: War & Peace & Central Banking

As Russian President Vladimir Putin attempts to redraw Europe, central bankers have a responsibility to act in both war and peace.

Fed Thoughts

March 2022

Reaction to the FOMC Meeting

Chief Investment Officer John Tobin and Chief Economist & Macro Strategist Vincent Reinhart unpack the first rate hike in over three years.

Money Markets

January 2022

Summary of SEC's Money Market Reform Proposal

The US Securities and Exchange Commission proposed ambitious and sweeping money-market reforms in December. We provide a high-level summary of the potential reforms and revisions to Rule 2a-7.

Fed Thoughts

January 2022

Fed Thoughts: Where We Are

In the spirit of holiday helpfulness, our latest Fed Thoughts fills in the space Chair Powell left out of his December remarks to the press: Where we are, what the Fed decided at its latest meeting, and what may go wrong.

ESG

September 2021

Dreyfus Government Securities Cash Management Fund – Making an IMPACT

Dreyfus Government Securities Cash Management Fund seeks to support firms that are committed to Diversity and Inclusion (D&I) seeking the best execution for the fund’s portfolio transactions.