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BofA Global Research · Investment

Global Research Unlocked

Listen and subscribe to Global Research Unlocked. A podcast from BofA Global Research. Nuanced insights that can help you chart the right path. Our industry-leading analysts discuss what’s emerging – from risks and opportunities to growth themes like AI and energy transition.

Episodes

Global Rates & FX Views: August summer guide

Must Read Research: Earnings; European Energy Markets; Memory Demand; MSCI EM Reshuffle

Global Rates & FX Views: NFP & refunding review

Must Read Research: Russell Concentration, Hazardous Trash is the New Treasure; AI Financing

Global Rates & FX Views: Central banks – the aftermath

Declining costs mean more rising rockets; launch costs key for space industrialization

Signals & Noise: July FOMC meeting: oil or nothing

Must Read Research: Semiconductor Signals, AI Scale, and the Power Behind It

Signals & Noise: Bubble Building in the Age of AI

Global Rates & FX Views: Hyperscalers, credit, & rates

Signals & Noise: Our case for 3 rate hikes this year

Must Read Research: High Bar for 2Q; Netflix; Heatwaves and Corn; US TSY Softening Demand

Global Rates & FX Views: Japan’s GPIF, Fed and ECB

A conversation about business and sport with Gary Neville

A conversation about business and sport with Gary Neville (video)

The Consumer’s Summer Spending Surge

From sports to pop culture: Prediction markets $1 trillion bet

Positive structural case for EM won’t collapse under a few Fed hikes

Must Read Research: SpaceX; The Next AI Winners; Europe’s Earnings Momentum; Buy Value

MOU-nting inflation concerns

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