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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

14:55

Inflation markets

Global Research Unlocked ·

2026/04/20

Please join Ralf Preusser in discussion with Mark Capleton and Meghan Swiber to discuss opportunities in inflation markets. Commodity price swings have been very pronounced since the start of hostilities in the Middle East. We will discuss market dynamics as they have translated into real yields, breakevens, and inflation swaps in sometimes surprising fashion and flag what we consider to be interesting opportunities and market developments.You may also enjoy listening to the Merrill Perspectives

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17:51

Asia’s defense awakening: Higher domestic spend, more...

Global Research Unlocked ·

2026/04/15

South Korea emerging as a breakout defense producer Asia's defense transformation is emerging as a compelling and investable growth theme, as the region shifts from import dependence to scaled manufacturing and exports. The region is expanding its role in Western defense supply chains as spending rises as a percentage of GDP. South Korea stands out as a key beneficiary, gaining market share across Europe and the Middle East as expanding, diversified order books improve earnings visibility,

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19:22

Ceasefire, rates and the US consumer

Global Research Unlocked ·

2026/04/10

Ralf Preusser was joined in conversation by Bruno Braizinha, Sophia Salim, and David Tinsley on Friday, 10 April 2026, at 9:00 a.m. ET / 2:00 p.m. BST / 3:00 p.m. CEST. The discussion covered the impact of the ceasefire announcement on rates and volatility markets and included a deep dive into the U.S. consumer.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"

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20:15

No longer overbought, still advantaged; Emerging Markets

Global Research Unlocked ·

2026/04/10

Commodity exposure? There's a region for that Prior to the Middle East conflict, investor sentiment toward Emerging Markets had turned increasingly bullish, driven by momentum and demand for assets positioned for US dollar weakness; while the war in Iran and the effective closure of the Hormuz Strait disrupted that optimism, David Hauner and David Beker argue the structural EM case remains intact. Latin America-particularly Brazil and Argentina-appears well positioned in a world of higher commodity

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11:17

The war takes a toll on growth; but more on economic...

Global Research Unlocked ·

2026/04/06

Equities drop but S&P earnings resilient for now Global markets are recalibrating as higher energy prices shift the macro outlook and force a reassessment of growth and inflation. Our commodity strategy team raised forecasts for oil prices and other commodities due to Middle East supply challenges, leading the Global Economics team to lower their global growth estimates. While higher oil prices offer a modest tailwind to energy production and fiscal revenues for some countries, they also mean

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20:07

The Traders’ perspective

Global Research Unlocked ·

2026/03/27

Please join Ralf Preusser in conversation with G10 rates and FX trading to discuss positioning and market liquidity. In this podcast Ralf and team will discuss how liquidity and positioning unwinds have contributed to considerable gyrations in FX and rates markets. 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

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26:53

New payment tech unlikely to keep consumers from...

Global Research Unlocked ·

2026/03/23

Structural drivers of card networks charge ahead The card networks have historically been considered among the best and highest quality business models in public markets. But more recently, the card network stocks have de-rated as investors have grown concerned about perceived threats, from legislation to AI. Matt O'Neill recently reinstated coverage of the payments group and he joins the podcast to discuss these risks and why he believes fears are generally overstated. Relatedly, he discusses what

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21:43

US bank liquidity regulations

Global Research Unlocked ·

2026/03/23

Please join Ralf Preusser in conversation with Ralph Axel, Katie Craig and Ebrahim Poonawala on US banks. The call will take place on Fri 20 March at 10 am ET, 2 pm GMT, 3 pm CET. We will discuss US bank liquidity regulations and the impact on bank behaviour, reserve and UST demand, Fed balance sheet and rates. 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

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22:07

Central bank trade-offs

Global Research Unlocked ·

2026/03/16

Please join Ralf Preusser in conversation with Bruno Braizinha, Mark Cabana, and Sphia Salim. The conflict in Iran is a negative supply shock for much of the global economy via higher oil prices. Central banks face a deteriorated trade-off between growth and inflation. That trade off differs meaningfully across major markets, as does the repricing we have seen in rate markets. We discuss where we see value, how we expect curves to trade and what hedges look attractive.You may also enjoy listening

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16:21

Fast tax refunds and slow payments prolong stimulus,...

Global Research Unlocked ·

2026/03/11

Lower tax payments shift stimulus later into 1H26We're in the midst of tax season, and BAC data helps us track changes in refunds, payments, and the impact on spending. Refund growth is in the high single digits y/y, but lower tax payments bring total stimulus closer to the ~25% increase we had been expecting. Aditya Bhave explains how lower payments shift the timing of benefits, potentially extending the spending lift through much of the first half of 2026. There's also evidence that higher

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26:03

Falling bank multiples, elevated risks: AI, credit,...

Global Research Unlocked ·

2026/03/11

Banks confront renewed private credit and AI-driven risks Private credit has remained a persistent concern for banks, and recent events have brought those worries back into focus. At the same time, new fears around AI-driven competition and potential credit deterioration have weighed on the group. Ebrahim Poonawala joins us to discuss how management teams addressed these issues at the recent BofA Financials Conference, the potential defenses that banks have against AI disruption, and the ways AI

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19:46

US labor market call

Global Research Unlocked ·

2026/03/06

Please join Ralf Preusser in conversation with Alex Cohen, Stephen Juneau and Meghan Swiber to discuss the US labor market. The US rate market continues to look for an anchor against the backdrop of the twin uncertainty shocks of AI and now Iran. Given developments in the Middle East it may seem backward looking to focus on payrolls, and retail sales. We disagree. Data remains of utmost importance in providing some signal about the underlying path that the US economy is taking after the shutdown. In

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18:28

Global curve dynamics

Global Research Unlocked ·

2026/03/04

Please join Ralf Preusser for a discussion on global curve dynamics with Meghan Swiber, Sphia Salim and Paul Ciana. We will explore the recent shift from steepening to flattening pressures and the possible reasons behind it across regions. We will also talk about the technicals and trade implications across US, UK and EUR rates.You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial

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12:28

Supply and demand in US bond markets

Global Research Unlocked ·

2026/02/23

Please join Ralf Preusser in conversation with Yuri Seliger and Meghan Swiber to discuss supple and demand in US bond markets. Strong supply in credit has been well absorbed, helped by a significant reduction in risk delivery to the private sector by US Treasury. Inflows are robust, supported by attractive yields and until recently lower rate vol. We can also observe growing appetite to extend along the UST curve, in particular among domestic investors. You may also enjoy listening to the Merrill

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13:49

German fiscal & market implications

Global Research Unlocked ·

2026/02/13

Please join Ralf Preusser for a discussion on the German outlook with Evelyn Herrmann, Sphia Salim and Michalis Rousakis. We will explore the view on the German fiscal implementation, its impact on the growth profile in 2026-27 and the challenges ahead. We will also present our EUR rate and German yield forecasts as well as our takeaways for the EURUSD outlook.Disclosure: You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends

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18:47

Emerging markets may be at the beginning of a...

Global Research Unlocked ·

2026/02/12

Improving fundys, metals among reasons for EM optimismDavid Hauner argues that Emerging Markets (EM) remain a compelling opportunity, supported by favorable macro, valuation, and structural tailwinds. A weaker USD, low real US rates, and improving fundamentals across many EM economies echo past multi‑year periods of strong EM performance. After more than a decade of underallocation, global investors are beginning to return, though positioning remains well below historical norms. Metals‑producing

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23:51

Cyclical rebound triggers rotation and rate risk;...

Global Research Unlocked ·

2026/02/09

Cyclicals vs. Tech: Positioning for broadening growthMark Cabana and Savita Subramanian discuss whether there's evidence of a cyclical upswing in economic data, and the extent to which that's impacting companies and stocks. They also delve into whether such improvement is even as positive as it would seem given it could result in higher long rates and a Fed that's less able to cut. It's important to note that our economics team expects more cuts from the Fed this year so an environment of no cuts

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18:02

The potential new Fed chair

Global Research Unlocked ·

2026/02/06

Please join Ralf Preusser in discussion with Aditya Bhave and Mark Cabana to discuss the nomination of Kevin Warsh for Fed chair. We will analyse the implications for monetary policy, the outlook for the Fed's balance sheet and the market reaction in US Treasury markets to the announcement. We will also preview US data and review the quarterly refunding announcement.You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends

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22:26

FX, intervention risks and technicals

Global Research Unlocked ·

2026/01/30

Please join Ralf Preusser in discussion with Paul Ciana, Alex Cohen and Adarsh Sinha. The team will address the rate checks in USDJPY and its impact on not just the yen but also the dollar. We will give thoughts on the effectiveness of FX interventions and lessons from the past. We will address the US government's FX policy and longer-term USD outlook, as well as the potential implications of the election in Japan. Finally, we do so against the background of key technical levels in FX crosses, rates

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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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107 results

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