We share our latest thoughts on US macroeconomic data and trends.
June 2025
Lacking sustained data on tariff implementation, we expect the Fed to hold its course.
May 2025
How may markets react to Moody’s downgrading the US’s long-term credit rating?
May 2025
The Fed must play the economic hand it’s dealt, but wild cards may be coming.
April 2025
Dreyfus provides a sector-specific analysis of credit trends within the high-grade money market universe.
March 2025
The Fed is waiting on policies to take effect, and its reaction may draw criticism.
March 2025
The Congressional Budget Office’s assessment of an unstable federal budget may still be too optimistic.
January 2025
The Fed knocks on wood as they watch the new administration’s policy moves and the impact on inflation.
January 2025
Our macroeconomic experts explore potential challenges and bright spots for the global economy in 2025.
November 2024
The Fed’s journey toward disinflation in 2024 is comparable to a three-act drama.
August 2024
We outline Dreyfus’ core values and commitment to clients—the foundation of our industry position as a trusted partner with a full suite of liquidity solutions to meet our clients’ unique financial challenges.
July 2024
We determine if the position of price stability will sway the Fed to restrict or ease policy.
June 2024
We examine the natural or neutral rate of interest, also known as r*.
October 2023
Details on the Fed’s goal to keep the policy rate “higher for longer.”
October 2023
With nearly 50 years of history building innovative liquidity solutions, we are committed to building powerful, lasting solutions to meet the financial goals of our clients.
June 2022
Chief Economist and Macro Strategist Vincent Reinhart discusses impending recession risks following the Federal Reserve’s (Fed’s) rate hike in its effort to pursue price stability.
June 2022
Chief Economist and Macro Strategist Vincent Reinhart outlines why the Federal Open Market Committee might diverge from gradualism later this year.
June 2022
The Dreyfus credit research team provides their view on the various sectors they cover as of the first quarter of 2022.
May 2022
Investors should draw as many lessons as possible from the recent collapse of the stablecoin UST and its crypto token twin LUNA. Chief Economist and Macro Strategist Vincent Reinhart offers three.
May 2022
Chief Economist and Macro Strategist Vincent Reinhart outlines how the dominoes will likely begin to fall at the May FOMC meeting.
April 2022
As inflation and geopolitical tensions rise, so too does the specter of recession. Chief Economist and Global Strategist Vincent Reinhart briefly reviews the catalysts for a US and European recession in 2022 as well as our outlook on China-US relations.
April 2022
Chief Economist & Macro Strategist Vincent Reinhart provides detailed perspective on the probability of a US recession through four popular predictors. Reinhart’s macro outlook also outlines risks surrounding key trading partners and concludes with views on what method of asset allocation may weather an impending storm.