Macro Commentary
See patterns others can't
Monitoring the macro environment? Whether you need near-term insights for a short- or long-duration trade or you’re looking for the next big opportunity, our strategists offer well-informed macro analysis backed by years of industry experience from former central bankers and investment practitioners.
You may also benefit from our unique perspective as the world’s largest custodian, handling tens of trillions of dollars of transaction flows daily, and our ability to spot trends as they are forming. Whatever the region, asset class or development you’re following, our commentary team delivers timely insights on the biggest trends impacting today’s markets.
Investor Holdings & Flows
With real-time visibility into how a fifth of the world’s investible capital moves through the major money centers and a bench of macro strategy experts, our iFlow team analyzes sovereign bonds, credit, currency and equity markets with the granularity and breadth of data-driven insights you need.
We deliver daily, weekly and monthly reports straight into your inbox as well as timely pieces when major market-moving developments occur.
THE TEAM
John Velis
AMERICAS MACRO STRATEGIST
John Arabadjis
HEAD OF MACRO STRATEGY PRODUCT & ANALYTICS
Geoff Yu
EMEA MACRO STRATEGIST
Bob Savage
HEAD OF MARKETS STRATEGY AND INSIGHTS
Wee Khoon Chong
APAC MACRO STRATEGIST
FEATURED
Drainage From Fed's RRP Resumes
Demystifying Market
Consensus
INSIGHTS
Economic & Investment Analysis
Navigate the noise of today’s busy market environment with strategic outlooks from our experts on the Global Economics and Investment Strategy (GEIA) team. Every quarter, GEIA serves up midrange perspectives on every asset class, complemented by thought-provoking research on important topics like sustainability finance and de-dollarization.
With the team’s directional predictions, comprehensive analysis into investments that are showing promise and breakdowns of potential economic scenarios, you can focus on more strategic goals.
THE TEAM
Shamik Dhar
GLOBAL CHIEF ECONOMIST
Sebastian Vismara
SENIOR FINANCIAL ECONOMIST
Aninda Mitra
HEAD OF ASIA MACRO AND
INVESTMENT STRATEGY
Jake Jolly
HEAD OF INVESTMENT ANALYSIS
Sonia Meskin
HEAD OF US MACRO
FEATURED
When to Extend?
Vantage Point: Slow Burn
INSIGHTS
To get the full range of insights from the GEIA team, visit im.bnymellon.com or contact your usual relationship manager.
Indexing Strategies
Our Mellon team helps investors navigate major developments in markets and benchmarking, unpacking global capital markets with a practitioner’s view. As the firm’s in-house specialist index investment manager, the team provides commentary that spans both the equity and fixed-income markets and explains the nuances of indexed products, key issues around proxy voting, the evolving macro landscape and much more.
THE TEAM
Vincent Reinhart
CHIEF ECONOMIST & MACRO STRATEGIST AT DREYFUS & MELLON
Stephanie Hill
HEAD OF INDEX
AT MELLON
Nick Tocchio
GLOBAL ECONOMIST AT DREYUS & MELLON
FEATURED
When Billions Move: The Nasdaq-100® Index Special Rebalance
Webcast: The Tragedy of Central Banking
INSIGHTS
To get the full range of Insights from the Mellon team, visit mellon.com or contact your relationship manager.
Money Market Watch
If you need the inside track on central bank moves and their impact on short-term and cash investments, you’ll want to read the regular updates from our Dreyfus commentary team.
Breaking down the big numbers and data releases, the team pays specific attention to how the actions of the Fed and the US Treasury are moving global money markets. There are also special macro reports and webcasts when big news breaks.
THE TEAM
Vincent Reinhart
CHIEF ECONOMIST & MACRO STATEGIST AT DREYFUS & MELLON
John Tobin
HEAD OF INVESTMENT AT DREYFUS
Nick Tocchio
GLOBAL ECONOMIST AT DREYFUS & MELLON
FEATURED
Fitch Downgrade of US Long-Term Ratings
Navigating Money Market Fund Reform
INSIGHTS
To get the full range of insights from the Dreyfus team, visit dreyfus.com or contact your usual relationship manager.
Wealth Management Perspectives
Our Wealth strategists and investment practitioners monitor the week’s major equity and bond market moves, providing actionable insights that can give you the edge. The team’s investment updates deliver the latest intelligence about what’s happening, what it all means and the bottom line for your portfolio.
These weekly viewpoints are served up alongside quarterly outlooks that provide the key takeaways and our own asset-class positioning.
THE TEAM
Leo Grohowski
CHIEF INVESTMENT OFFICER
Alicia Levine
HEAD OF INVESTMENT STRATEGY AND EQUITY ADVISORY SOLUTIONS
John Flahive
HEAD OF FIXED INCOME
FEATURED
Quarterly Economic and Market Outlook
REQUIRES LOGIN
Steady Jobs Market Keeps Recession at Bay
INSIGHTS
To get the full range of Insights from the Wealth Management team, visit bnymellonwealth.com or contact your relationship manager.
Advisory Outlook
Get insight into the latest investment themes with market analysis from BNY Mellon Advisors, Inc., an affiliated registered investment adviser of Pershing and Pershing X. We showcase capital market trends through a thematic lens to help advisors navigate shifting market environments with their clients.
Each quarter, our investment team provides strategic outlooks on capital market developments and explains the full significance of the major news affecting investing, economics and geopolitics.
THE TEAM
Matthew Forester
CIO OF BNY MELLON ADVISORS
INSIGHTS
Investment Insights: A Midsummer Night's AI Hallucination
Please refer to Business Disclaimers for disclaimers and disclosures.