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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, Geopolitics

Global Macro Research - New World Disorder

Global Macro Research - New World Disorder

At a time of heightened geopolitical risk, the world’s leading superpower will be heading to the polls to choose a new president.

15 May 2024

2 min read

Global macro, Economics

The unexpected resilience of global housing markets

The unexpected resilience of global housing markets

Global housing markets have held up better than expected through the rate hiking cycle. We think this strength could mean a slower rate cutting cycle than markets expect.

20 March 2024

1 min read

Global macro, Fixed income

Global Macro Research: Yield-curve inversion

Global Macro Research: Yield-curve inversion

Central banks have suppressed longer-dated bond yields, according to our analysis, undermining the value of an inverted yield curve as a recession signal.

13 October 2023

1 min read
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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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