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Perspectives

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

Monthly Commentary: February

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

Topic

Type

Money Markets

February 2026

We Are Liquidity

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

Credit Markets

January 2026

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

January 2026

Fed Thoughts: Watchful Waiting

The Fed is likely to hold rates steady and wait as external factors take shape.

Fed Thoughts

December 2025

Fed Thoughts: Time Present and Time Past

Fed policymakers weigh past signals and present risks amid rising debate ahead of December’s FOMC meeting.

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.

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.

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.

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.