Global Research Unlocked
by BofA Global Research
Latest episode
Must Read Research: Earnings, AI Credit & Tesla-SpaceX
Must Read Research: Earnings, AI Credit & Tesla-SpaceX
About this podcast
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
The newest 20 of 50 episodes
- Must Read Research: Earnings, AI Credit & Tesla-SpaceX · 6 min · Episode 267In this episode of Must Read Research on Global Research Unlocked, Candace Browning looks at how politics and the AI investment cycle are reshaping the financial conversation. We…
- Window dressing · 21 min · Episode 266Ralf Preusser, Mark Cabana, Sphia Salim and Agne Stengeryte discuss the outlook for global rate markets following the policy decisions by the Fed, ECB, BOC, RBNZ and BoJ and…
- Chip stocks retreat but AI spend advances; upcycle has room to run · 24 min · Episode 265AI Semis: Spending strong, investor concerns build AI capex has seen upward revisions for years, and estimates for many semiconductor stocks have followed. Positioning in the…
- Global Rates & FX Views: Central banks & budgets · 36 min · Episode 264Sphia Salim and our Global Economists discussed the upcoming central bank meetings across the Fed, BoC, ECB and BoJ, including how policymakers were navigating uncertainty on the…
- Must Read Research: Debt, Defensives, Energy and the AI Buildout · 6 min · Episode 263In this episode of Must Read Research on Global Research Unlocked, Candace Browning examines the rising price tag behind some of today’s biggest market themes. America’s annual…
- Must Read Research: The Great AI Debate · 7 min · Episode 262In this episode of Must Read Research on Global Research Unlocked, Candace Browning examines the trillion-dollar question facing AI: can returns ultimately justify the enormous…
- The return of correlations · 26 min · Episode 261Please join Ralf Preusser and team in conversation with Jill Hall and Chintan Kotecha to discuss equity/bond correlations and positioning. We will discuss the return of equity…
- The last war isn't the next one; Asia and US defense fundamentals remain strong · 26 min · Episode 260Defense restocking accelerates; new threats drive demand Defense demand remains strong globally as depleted inventories, shifting threats and years of underinvestment drive a…
- Must Read Research: Oil, the Consumer, Rates and Elections · 6 min · Episode 259In this episode of Must Read Research on Global Research Unlocked, Candace Browning examines how perception is shaping market outcomes across asset classes. We explore why oil…
- Global Rates & FX Views: Global bond selloff & credit impact · 31 min · Episode 258Please join Sphia Salim in discussion with Ralf Preusser and Meghan Swiber alongside our colleagues from credit (Neha Khoda, Head of US credit strategy and Barnaby Martin, Head…
- Must Read Research: AI + Quantum: The Ultimate Power Couple? · 22 min · Episode 257Quantum computing is moving from scientific promise to commercial reality, opening new possibilities across sensing, secure communications, finance, healthcare, aerospace…
- Post NFP Takeaways: Econ, Rates, FX · 28 min · Episode 256Please join our BofA Economists and rates & FX strategists to discuss takeaways after the September employment report. They will discuss implications for US economy, Fed path…
- There’s space for traditional wireless too; LEO can coexist with terrestrial networks · 19 min · Episode 255Rural broadband threat, urban voice and data advantage Telecom stocks came under significant pressure around the SpaceX IPO as investors worried that low Earth orbit (LEO)…
- Signals & Noise: Earnings Over Elections · 8 min · Episode 254Midterms may dominate headlines, but corporate earnings, inflation and interest rates remain the key drivers of US equities. In this episode of Signals & Noise, Savita…
- Novel now, big scale shortly; AV speed reinforced by Bay Area trip · 24 min · Episode 253AV adoption is scaling; physical AI broadens the story Autonomous vehicles appear to be reaching an inflection point, with the focus shifting from proving the technology to…
- Must Read Research: Rates, Crops, Korea, and Prediction Markets · 6 min · Episode 252In this episode of Must Read Research on Global Research Unlocked, Head of Global Research Candace Browning explores how markets are pricing the probabilities that matter most…
- Global Rates & FX Views: Rates and inflation · 18 min · Episode 251Please join Ralf Preusser in discussion with Mark Capleton, Evelyn Herrmann, Stephen Juneau and Meghan Swiber. We will discuss the upcoming inflation prints in the Euro Area and…
- Consumers resilient but many retail stocks are on the sale rack · 24 min · Episode 250Consumer strength, lower-income spend improving Much of the consumer survey data suggests that consumers feel squeezed and are increasingly frustrated by inflation, but BAC…
- Must Read Research: Fed Hiking Cycle; Brazil Optimism; Australia’s AI Boom; AV Commercialization · 6 min · Episode 249In this episode of Must Read Research on Global Research Unlocked, Head of Global Research Candace Browning examines economies moving in different directions as inflation…
- Global Rates & FX Views: The great central bank review · 20 min · Episode 248Please join Ralf Preusser in conversation with Agne Stengeryte, Meghan Swiber, and Tomonobu Yamashita. We will review the Fed, the BoE and the BoJ and discuss implications for…
