We share our latest thoughts on US macroeconomic data and trends.
October 2025
In Q4 2025, BNY market leaders convened to discuss global growth, investor flows, central bank policies and evolving Treasury market dynamics.
October 2025
Dreyfus provides a sector-specific analysis of credit trends within the high-grade money market universe.
October 2025
We examine October’s FOMC Meeting—and the Fed’s potential makeup in the months to come.
September 2025
Recent indicators suggest the Federal Reserve may adopt a “back to basics” approach to policy.
August 2025
Chief Economist Vincent Reinhart believes the circumstances are right for the Fed to likely cut rates.
July 2025
Focused. Client Obsessed. Connected. BNY Investments Dreyfus provides leading and innovative liquidity solutions—it's all we do.
July 2025
Chief Economist Vincent Reinhart explores some deep cuts, but not to interest rates.
July 2025
How does US tariff implementation compare to Brexit, and what might that mean moving forward?
June 2025
Lacking sustained data on tariff implementation, we expect the Fed to hold its course.
May 2025
How may markets react to Moody’s downgrading the US’s long-term credit rating?
May 2025
The Fed must play the economic hand it’s dealt, but wild cards may be coming.
April 2025
Which is worse: living with uncertainty or a resolution of uncertainty?
March 2025
The Fed is waiting on policies to take effect, and its reaction may draw criticism.
March 2025
The Congressional Budget Office’s assessment of an unstable federal budget may still be too optimistic.
January 2025
Our macroeconomic experts explore potential challenges and bright spots for the global economy in 2025.
January 2025
The Fed knocks on wood as they watch the new administration’s policy moves and the impact on inflation.