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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

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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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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82 results

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