A quarterly compilation of BNY Mellon perspectives derived from our unique vantage point at the intersection of markets.
The market may surge in the next few years as AI benefits become clearer and the market prices more of the impact.
Chronically constricted Red Sea shipping lanes could raise the cost of Europe-Mid-East-Asia trade and slow the...
Since the Federal Reserve Open Market Committee (FOMC) July minutes release, US Treasury yields have been rising.
May 2024
The promise of AI (and other reasons for optimism)
Divergent inflation and growth dynamics have and will continue to position major central banks along contrasting...
This note details our latest analysis of prolonged food price shocks and their impact on macro and investments.
In this third note of three, we review the arguments behind these opposing views in the previous two, in the hope to...
In the first note in a series of three on QT we argued that QT will most likely contribute to a flattening of the yield...
We have written extensively on our expectations for future rate hikes and the peak in US rates. In this paper, the...
We believe the possibility of a recession in the US over the coming two to three years is increasing. As such, we take...
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