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Global Perspectives

Thoughts for 2026

Thoughts for 2026

We present our outlook for 2026, covering global fixed income markets, interest rates, inflation and currencies.

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Global macro, Economics

Global Macro Research - Trade Wars 2025

Global Macro Research - Trade Wars 2025

Tariff uncertainty has created considerable market volatility, but impact on growth remains unclear. We take a look at what my lie ahead.

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Global macro, Economics, Fixed income

Global Macro Research: A New World Order

Global Macro Research: A New World Order

The multilateral order is unravelling, with Pax Americana no longer able to sustain itself. This seismic shift carries significant ramifications for investors

10 April 2025

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Visit the BNY Institute for more insights

Visit the BNY Institute for more insights

Anchored in BNY’s 240+ year history, the BNY Institute brings together deep expertise and action-oriented analysis across a wide range of topics. Insight Investment is a subsidiary of The Bank of New York Mellon Corporation

Anchored in BNY’s 240+ year history, the BNY Institute brings together deep expertise and action-oriented analysis across a wide range of topics. Insight Investment is a subsidiary of The Bank of New York Mellon Corporation

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