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

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Global Research Unlocked

Episodes

Must Read Research

Payroll call

Conflict keeps midstream compelling, integrateds see a pipeline of cash

Policy Derby: Rates for the Roses

A changing Federal Reserve

Inflation markets

Asia’s defense awakening: Higher domestic spend, more exports

Ceasefire, rates and the US consumer

No longer overbought, still advantaged; Emerging Markets

The war takes a toll on growth; but more on economic than earnings

The Traders’ perspective

New payment tech unlikely to keep consumers from riding the rails

US bank liquidity regulations

Central bank trade-offs

Fast tax refunds and slow payments prolong stimulus, esp for high-income

Falling bank multiples, elevated risks: AI, credit, and the macro

US labor market call

Global curve dynamics

Supply and demand in US bond markets

German fiscal & market implications