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Global Perspectives

A narrow strait, wide consequences

Global Macro Research: A narrow strait, wide consequences

Disruptions at the Strait of Hormuz are spreading to fertiliser supply chains, food prices, electricity generation, and water security.

Read more

Fixed income

Quarterly fixed income review and outlook

Quarterly fixed income review and outlook

Our quarterly review and outlook provides a summary of key market changes before offering a more detailed look at our global and regional economic views

14 April 2026

5-7 min read

Currency

Currency quarterly: Q1 2026

Currency quarterly: Q1 2026

We have seen a significant increase in geopolitical risks over the past quarter.

09 April 2026

5-7 min read

Economics, Global macro

Global Macro Research: Changing economic orders

Global Macro Research: Changing economic orders

Deglobalisation, fiscal dominance and demographic change point to a world of greater volatility, higher inflation risk, and wider cross‑country divergence.

09 April 2026

10-15 min read

Fixed income

Central bank update

Central bank update

Despite three of the nine policymakers voting for a rate cut, the BoE kept rates unchanged at 4.75% during its December policy meeting.

09 April 2026

5-7 min read

Fixed income

Monthly fixed income review and outlook

Monthly fixed income review and outlook

Stories and events across the markets in recent weeks and a summary of Insight’s outlook for the major economies and fixed income asset classes.

08 April 2026

5-7 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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