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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

21:03

APAC markets; AI not yet boosting profits today,...

Global Research Unlocked ·

2025/10/03

Takeaways from our inaugural APAC ConferenceBofA Global Research hosted its inaugural APAC Conference earlier this month. Timing was opportune. The Chinese CSI 300 Equity Index has outperformed the S&P year-to-date, following years in which the opposite was true and that's helped to pique investor interest. Over 1,200 investors and 300 corporates attended. Winnie Wu joins us to discuss her takeaways from the conference and her views on markets. Winnie believes Chinese equities will remain

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13:59

Stablecoins progressing but at the speed of a...

Global Research Unlocked ·

2025/09/19

Stablecoin progress to come with time and reg. clarityEbrahim Poonawala has been busy exploring the topic of stablecoins and the impact on banks. He's hosted expert events, started a series of notes on the topic and has communicated with bank CEOs on developments and potential bank offerings. Ebrahim joins the podcast to talk about regulatory progress but the hurdles that remain before consumers and businesses can start using stablecoins just as they use deposit accounts. He also discusses how, for

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28:31

Managed care suffering but eventual recovery likely

Global Research Unlocked ·

2025/09/12

Still managing to add value for patients and payorWhile US markets make new highs, the S&P managed care index is half the level it was a year ago. We talk to Kevin Fischbeck about what's driven the substantial weakness and whether deterioration in medical loss ratios (MLR) is temporary or something that will last and prevent these companies from recapturing past margins. Kevin also discusses the different markets served by managed care, from commercial to Medicare Advantage to Medicaid and how

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25:30

Yields should fall with a more dovish Fed but other...

Global Research Unlocked ·

2025/08/26

10Y yields should fall if Fed more dovish than expectedLeading up to Powell's speech at Jackson Hole, the market has priced in a high likelihood of a 25bp cut at the September FOMC meeting. The prospect of rate cuts has helped to lift homebuilding stocks and the group is up 16% since the end of June. But the 10Y Treasury yield is more relevant for homebuyers taking out fixed-rate or even adjustable-rate mortgages. So a key question is how Fed cuts, which should come--it's just a question of

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20:32

Give me value or give me vibes: segments of...

Global Research Unlocked ·

2025/08/26

Coffee away from home enjoying demographic tailwind Restaurants have faced some of the same sales challenges experienced elsewhere in the economy as chains more reliant on lower income consumers have felt more pressure than those with a higher income skew. Sara Senatore discusses the opportunity that inflation and a more selective consumer have created for fast casual and even casual dining. But dining preference shifts mean that fast casual tailwinds extend beyond price gaps. Sara talks about why

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21:41

Big beautiful sales beats should accelerate profit...

Global Research Unlocked ·

2025/08/15

Rev beats bode well but may not lead to big index gainsThe percentage of companies beating on earnings and revenues this season is higher than average and the percentage beating on sales is the highest in four years. Tariffs may be playing a role in the sales beats but either way, the better than expected revenues suggest companies are able to raise prices, a positive sign for corporate resilience. Coupled with softer labor markets and AI, the prospects for operating leverage are strong. And while

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23:44

US dollar slide sustains the Emerging Markets ride

Global Research Unlocked ·

2025/07/28

Could be in the early stages of a re-weighting into EMEmerging Market (EM) equities have outperformed the S&P 500 so far this year. The weaker US dollar has furnished a number of positives for EM assets, from cheaper funding to less imported inflation to a more attractive carry trade. David Hauner discusses the various positives ahead, including superior economic growth, central bank cutting cycles and the possibility of a lengthy dollar decline. David also discusses EM credit which has seen

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20:18

NATO, Golden Dome among the positive thrusts for US...

Global Research Unlocked ·

2025/07/25

Several positives for US defense but FY26 a tough compDefense spending growth in the US and Europe is accelerating. The shift is particularly acute in Europe, where NATO allies had been spending between 1.5% to 2% of GDP on defense equipment but agreed in late June to spend 3.5% by 2035 (5% including other national security spend). Stocks of the European defense contractors have performed well this year as the market begins to anticipate this stronger spend and Ron Epstein addresses to what degree

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21:37

Steady Fed, rising inflation, limited catalysts for...

Global Research Unlocked ·

2025/07/24

Limited near-term catalysts for market upside The US Equity Strategy team recently raised its S&P 500 target but the target implies little to no upside between now and year-end as the team sees few positive catalysts over the next several quarters. Fiscal impulse from the One Big Beautiful Bill will be positive but lower than originally expected. The US Economics team expects the new fiscal plan to add between 0.3% and 0.4% to GDP growth in 2026 and to fade thereafter as benefits are

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15:52

A pipeline of growth for midstream

Global Research Unlocked ·

2025/07/11

Pipelines boom, esp. in the previously quiet Northeast There's been a marked increase in the number of natural gas pipelines expected to be in service in the next several years. President Trump's policies explain some of this. But the commercial side is also enabling the boom. Jean Ann Salisbury addresses the various drivers and how these new pipelines could mean several hundred basis points of additional growth for some midstream companies. Interestingly, much of this development is taking place

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21:21

Dig it - nuclear renaissance looks to the ‘60s for...

Global Research Unlocked ·

2025/07/01

Thorium can power long-term growth nuclear generationNuclear energy has received a lot of investor focus, especially following the President's recent executive orders and numerous agreements to supply nuclear power to data centers. But while adding capacity to existing plants isn't a major challenge, adding new US plants is more difficult. Jess Gehin from the Idaho National Lab and BofA Global Research's US Utility analyst Ross Fowler join to discuss what may lie ahead. Jess covers how the recent

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19:42

Stablecoins; not your brothers’ digital asset

Global Research Unlocked ·

2025/06/10

Stablecoins offer opportunities and pose risksPotential for increased adoption of stablecoins and implications for the banking sector has become a hot topic among investors given the push among policymakers. Eventually, consumers might be able to buy dollar-linked stablecoins and potentially earn interest on these assets, meaning more competition for bank deposits. There are regulatory hurdles that first need to be cleared but Congress is currently considering a few proposals that could bring this

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19:44

Stimulative aspect of fiscal plan could be at least...

Global Research Unlocked ·

2025/06/04

Long end of Tsy curve faces supply/demand imbalanceAs tariff fears have moved to the background, a different economic concern has moved to the foreground-growing fiscal deficits and the impact on interest rates. Public debt-to-GDP stood at 98% last year and is set to rise further. We discuss why deficits have captured the market's attention today and whether growth aspects of the budget plan could be offset by the higher interest rates. While the boost to growth isn't large, certain groups should

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15:50

Next big smart device could be right in front of your...

Global Research Unlocked ·

2025/05/23

Smart glasses may weigh on phone sales, lift Internet useSmart glasses could be the next big opportunity in personal technology. Leading tech companies are focused on the form factor and functionality like augmented reality and 4K video may follow today's applications, which include AI assistants, music playback, phone calls and hands-free texting. Ultimately, these devices could stretch out the smart phone replacement cycle, like phones have managed to stretch the replacement cycle for laptops. In

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19:23

Sentiment is sour, but structural reasons to expect...

Global Research Unlocked ·

2025/05/14

USD overweight exposure is now normalizingEven as equities have rallied substantially from April lows, recovery in the dollar index, or DXY, has underwhelmed and the currency sits near the lowest level it's been in three years. Alex Cohen believes that while there are cyclical reasons for the dollar weakness, there's also been a bigger structural rethink on the currency by investors from the push toward de-globalization and from questions around US exceptionalism. Alex sees German fiscal reforms as

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19:20

Medtech transfer pricing, a device for lower tax but...

Global Research Unlocked ·

2025/05/01

Looming tariffs lead to renewed focus on transfer pricingMultinational companies have used transfer pricing as a way to reduce tax bills. Transferring a product from a lower tax jurisdiction allows profits to be taxed at the lower corporate rate, so a higher price can mean greater tax savings. But tariffs would be based on the higher price, meaning that some of the same companies using this practice to lower tax bills will also face higher levies. Travis Steed discusses what this means for medtech,

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21:14

Junk food nation increasingly lifting “workout” shakes

Global Research Unlocked ·

2025/04/08

Budget conscious consumers indulge in healthier foodsThere's been a shift in snacking towards healthier options and away from some of the convenience store classics. A stretched consumer seeking value for their dollar seems to be allocating spend to cleaner alternatives. These often contain more protein and less of what's perceived as harmful. Rising GLP-1 (glucagon-like peptide-1) usage may be a minor contributor to these shifts too, though it's likely that more of this impact is ahead of us as

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17:12

Europe answers on defense spending, leading to...

Global Research Unlocked ·

2025/04/08

Euro defense spend benefits US contractors near-term European plans to spend more on defense as a percentage of GDP were hatched in the immediate aftermath of the Ukraine invasion. More recently, the German Parliament agreed to reforms that allow for even more spending on defense. But for a number of reasons, Europe would like to keep more of this spending within the Euro Area. Ron Epstein and Ben Heelan discuss what Europe may be able to procure internally and what they'll be buying from US

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21:26

Tech-forward Dubai a compelling backdrop for...

Global Research Unlocked ·

2025/03/31

Dubai is embracing tech, should investors embrace AI?Our Global Investment Summit in Dubai offered attendees some perspective on what Dubai and the UAE are doing to advance AI. Panels also offered a look at how the technology is being used beyond the borders of the UAE and threats it brings. Sonali Thiesen, Global Head of FICC e-Trading and Markets Strategic Investments and Haim Israel were panelists at the Summit. Haim discusses the critical role that cybersecurity will play as AI evolves

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18:51

Global Takes from the Investor Summit in Dubai

Global Research Unlocked ·

2025/03/20

An interesting time to explore other shoresWe recently hosted a two-day Global Investor Summit in Dubai. Panels as well as formal and informal discussions touched on everything from the investment merits of Dubai and the Gulf Cooperation Council (GCC) to US policy to evolving views on non-US markets. Michael Hartnett discusses his latest views on international markets and how investors are reacting to uninspired price action from US stocks. With so many investors coming in to 2025 with a US

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