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

The AI evolution could become a revolution

Normalizing consumption keeping inflation civil

Powerful demand for electricity meets towering supply

Bucket list checked, consumers back to viewing travel as discretionary

What did we learn from our Media in Montauk Conference?

Cooling but not cool; US labor market remains robust but is normalizing

As prices rise, consumers dig into leftovers, putting volumes in a deep freeze

Making sense of historic yen weakness, and its implications for the economy

A magical intermission; entertainment spending growth normalizes

Even as the cycle extends, some credit metrics improve

Slow growth and Fed cuts help build a good case for bank stocks

Copper and uranium demand boosted by a multitude of investment themes

Millennial housing bid continues, but shifting to more affordable cities

Inflation, technology and shifting realities for broadline/hardline retail

Software’s AI Opportunity Is Still Ahead

Pandemic debt maturities, higher rates make for busy convertible bond issuance

S&P earnings growth to bloom and broaden in 2024

Sticky inflation and strong labor market don’t imply acceleration of US economy

Wheels make the economy go ‘round; transports and the case for rails

Geopolitical calm would help, until then Europe tied to cyclical shifts