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PODCAST

Global Research Unlocked

BofA Global Research

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.

business investing

All Episodes

14:07

Friday Rates Update

Global Research Unlocked ·

2026/01/23

Please join Sphia Salim for a discussion with Takayasu Kudo and Shusuke Yamada on Japanese developments this week, including the major long-end steepening. We will review the BoJ meeting, explore what the Feb 8th election, announced this week, could mean for Japanese fiscal policy and thereby the risks it presents for JGB yields, the curve and JPY.You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday

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26:46

Solving utility affordability doesn’t mean data...

Global Research Unlocked ·

2026/01/23

AI Fuels Power Growth, Politics Shape the Path As utilities enter 2026, the investment narrative evolves from a pure growth story to one defined by smarter positioning and selective opportunity. While AI‑driven power demand and data center expansion remain powerful secular tailwinds, political scrutiny about electricity affordability-especially in states with tightly contested elections-introduces complexity. Some state governments are addressing these concerns by designing data‑center tariffs that

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25:04

Defense to throttle up on growth, why privates can...

Global Research Unlocked ·

2026/01/22

Takes from Defense Forum and Private Company MeetingsUS defense is in the midst of an upcycle, driven by an increasingly assertive policy stance, the potential for a step‑change in federal defense spending, and accelerating innovation across traditional and non‑traditional contractors. Earlier this month, Ron Epstein hosted discussions at the 18th BofA Global Research Defense Forum in New York, which underscored a bullish multi‑year outlook. U.S. spending could step higher in F27, some of that

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17:10

Friday Rates Update

Global Research Unlocked ·

2026/01/17

Please join Ralf Preusser in discussion with Mark Capleton, Sphia Salim and Meghan Swiber, analysing global yield curve dynamics. We will explain our outlook for curves across USD, EUR and GBP. We will focus on what we have learnt so far this year and on risks to our forecasts, including issuance patterns, investor behaviour (incl Dutch pension reform) and the policy environment (in particular in the US).Disclosure: You may also enjoy listening to the Merrill Perspectives podcast, featuring

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20:14

US labor market

Global Research Unlocked ·

2026/01/10

Please join Ralf Preusser in conversation with Aditya Bhave and Mark Cabana after the US labor market report. The team will discuss the US payroll print in detail and give their thoughts on what this is likely to mean for the Fed and the US rate market. We will also elaborate on what we have learnt about the US economy over the holidays and why this doesn't make the Fed's job any easier.You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories,

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23:31

Lithium still charged even as US EV ambitions fade;...

Global Research Unlocked ·

2026/01/07

Eyes off US roads to understand lithium demand It may have seemed as though 2025 would have been a challenging year for lithium but North American electric vehicle production accounted for only about 10% of the global total, even prior to the expiration of the $7500 subsidy. That's one reason that equities tied to the metal have fared well. Chinese EVs and battery storage, a beneficiary of data center investment, are much more important contributors to the lithium demand story today, while future

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16:22

Technicals for 2026

Global Research Unlocked ·

2025/12/20

Please join Ralf Preusser in conversation with Paul Ciana. Paul will talk through his views for 2026 across rates, FX, commodities and equities. Paul will also outline how to use technical analysis and leverage multiple indicators, methodologies, tools, sentiment, and positioning to come up with his high conviction views.You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. "Bank of

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41:01

Our Year Ahead views – points and counterpoints

Global Research Unlocked ·

2025/12/17

Year ahead themes and where we could be wrongEarlier this month, BofA Global Research published a note with 10 of the key views outlined in 2026 macro Year Ahead reports. This podcast features seven strategists and economists discussing certain of those themes and offering the primary risks to the views that they foresee. We start with our view on U.S. growth, where we're more bullish than consensus, then offer support for that optimism with a take on why we don't yet see an AI bubble. We then

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18:49

Central Bank Bonanza

Global Research Unlocked ·

2025/12/13

Ralf Preusser is joined in discussion by Adarsh Sinha and Mark Cabana. We will review the outlook for US rates and the US dollar after this week's FOMC meeting. We also analyse the motivation and implications behind the Fed’s new Reserve Management Purchases. Finally, we will also discuss the dramatic repricing of the policy outlook for the RBA, preview next week's BoJ meeting and outline our views on GBP.You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on

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24:54

No sunset for solar in powering data centers

Global Research Unlocked ·

2025/12/12

Solar, Storage, and Nuclear: The Next Clean Tech Wave Surging AI demand is creating volatility and speed-to-power challenges, while grid delays push onsite generation forward. Our Clean Tech Symposium highlighted a major shift in data center power strategies, with the percentage of facilities using onsite gas potentially doubling in the short term. But, its role as bridge vs. temporary depends on economics: transmission and distribution (T&D) spend >$100B annually and pricing trends closer to

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17:00

Year ahead in global inflation markets

Global Research Unlocked ·

2025/12/09

Mark Capleton (Global Head of Inflation Linked Strategy) and Meghan Swiber (Senior US Rates Strategist) join for a discussion on what to expect for inflation markets next year. In the US, we see value in real yield with inflation is still above Fed target and cuts expected. Cross market, we think the spread between Euro and US inflation priced too low. Disclosure: You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends

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19:39

Spiffy new bag for some, shaggy couch for others –...

Global Research Unlocked ·

2025/11/24

Overall spending remains resilient, lux. spend reboundingDavid Tinsley, Senior Economist at the Bank of America Institute (not part of BofA Global Research) joins to discuss the latest Institute employment and spend data. The Institute data suggests payroll growth held steady in Sep and Oct, though it has clearly slowed since early 2025. David offers detail and discusses the stories beneath the headlines including wage growth gaps between lower and higher income earners. And while certain

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17:23

US labor market edition

Global Research Unlocked ·

2025/11/24

The longest ever US government shutdown has ended after 43 days. The reopening sees the resumption of US data releases, with the September labor market report released on Thursday. We review what we have learnt from the report, as well as the claims data that is also now being published. We discuss what this means for the US rates market and the US dollar. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your

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25:43

Paging Doctor Disruption. . . AI attending over...

Global Research Unlocked ·

2025/11/20

Healthcare's need for efficiencies clear, finally happeningAI has held promise within the healthcare industry for a few years, but Alec Stranahan suggests that the rate and breadth of AI adoption across the industry is growing at a faster pace than ever before. As users of the U.S. healthcare system can attest, there are many inefficiencies and we discuss the areas where AI may be most useful in improving healthcare productivity. But beyond making antiquated processes more efficient, AI can also be

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20:46

Efforts to make rare earths less rare domestically...

Global Research Unlocked ·

2025/11/20

Investments from the US gov't make this time different The recent US-China agreement may secure short-term access for rare earth elements, but it doesn't alter the strategic need for domestic supply chains. Lawson and Michael highlight the complexity, cost, and time required to build out mining, midstream, and magnet-making capacity, highlighting that China's success today is a result of a commitment made back in the 1980s. US initiatives, including Department of War programs,

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16:26

UK budget

Global Research Unlocked ·

2025/11/15

The budget is the main event risk for the UK market. We discuss what we expect Chancellor Reeves to deliver, what this means for the Bank of England, Gilt issuance, rate markets and the currency.You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which

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17:04

IEEPA and Refunding

Global Research Unlocked ·

2025/11/10

Tariffs imposed under the International Emergency and Economic Powers Act (IEEPA) account for about 9.5pp of our estimated 14.7pp effective tariff rate after the reduction in fentanyl tariffs on China. Therefore, the Supreme Court's decision could have important implications for activity, inflation, deficits, debt, interest rates, and the dollar. We discuss risks and scenarios after the oral hearings. As expected US Treasury maintained nominal coupon sizes unchanged but also did not guide towards

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17:45

FOMC, ECB Meeting Takeaways

Global Research Unlocked ·

2025/11/04

We discuss the FOMC rate and QT decisions. US front-end rates now look much more fairly priced. QT decision disappointed us and we remain concerned about US funding markets. ECB meeting was a non-event, but Euro Area data surprises on both activity and inflation mean that the hawks will likely retain the narrative into the December meeting. We outline what this means for our ECB call and why we still see value in EUR rate markets.You may also enjoy listening to the Merrill Perspectives podcast,

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16:45

Reconciling stingy labor markets and generous spend

Global Research Unlocked ·

2025/10/22

Years of equity gains has wealth effect bolstering spendAggregate consumer data remains solid despite signs of a slowdown in labor markets. Declining labor supply accounts for some of the labor weakness but other metrics, including the ratio of job vacancies to unemployment, suggest softness in demand as well. We examine why consumption has held up despite these signs of weakness and part of it comes down to the wealth effect, which has boosted some consumers at a time that others have been

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23:03

Yellow gold faces flashing amber; black gold...

Global Research Unlocked ·

2025/10/14

Electrification requires copper but supply picture is dimThe outlook for oil prices is bearish in the near term owing to excess supply, but beyond that, prices should firm as supply growth slows. Between geopolitics, economic growth and the dollar, there are plausible scenarios for both higher and lower oil, which Francisco discusses in some detail. And while Francisco and the commodity strategy team came into 2025 bullish on gold prices, they're less constructive following the substantial rally

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