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ANALYSIS

The postponement of Fed rate cuts is being felt across markets; investors are slowing longer-duration Treasury buying, overseas investors have rekindled their interest in U.S. government bonds and the GDP growth differential between Europe and the U.S. is narrowing. 


AERIAL VIEW

Echoes of 2019’s repo market dislocation and concerns about small and mid-size bank weakness have returned, just when a soft landing is within the Fed’s grasp. What needs to be done to avert a liquidity crunch?



ECONOMICS

Chart of the week: Sticky inflation drives rate cut estimates lower

The recent uptick in consumer prices coupled with a resilient economy is likely to keep the Fed on hold for a bit longer. Discover more from BNY Mellon Wealth Management. 


VIEWS

The retailization of private markets in alternatives

A historic shift in defined contribution plans and retail asset allocation is accelerating. BNY Mellon’s whitepaper addresses the drivers of the democratization of alternatives and how the industry is responding.



ECONOMICS

Vantage Point Q2 2024: pivotal moment

Vantage Point is the quarterly economics and markets outlook from the Global Economics and Investment Analysis team. Read the Q2 2024 report from BNY Mellon Investment Management.

INVESTMENT STRATEGY

Alternative Investments 2024: unlocking potential

BNY Mellon Investment Management’s Alternative Investments 2024 report examines non-traditional investments that could take advantage of eight cyclical and secular themes, potentially offering different return drivers and risk profiles to help portfolios remain resilient in varying market climates.



VIEWS


Analysis


macro & investing