+A description of the award methodology is available here. Compensation was not provided by BofA Global Research or any analysts in exchange for the award.
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airlines & cruise lines Airline front row demand not backing off
Aerospace production challenges, a plateau in pent-up leisure demand and strong corporate travel continue to impact U.S. airlines. Read about implications for profits and growth.
Andrew Didora
Senior Research Analyst
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podcast episode: may 31, 2024
A magical intermission: entertainment spending growth normalizes
Slowing demand for theme parks, expanding advertising supply as streaming inventory grows: we discuss opportunities ahead for the media and entertainment space.
Featured Guest
Jessica Reif Ehrlich, Head of U.S. Media and Entertainment Research
podcast episode: may 16, 2024
Millennial housing bid continues, but shifting to more affordable cities
Millennial home buying continues. We discuss the hottest U.S. housing markets and how long the Millennial tailwind should last.
Featured Guest
Rafe Jadrosich, U.S. Homebuilding and Building Products Analyst
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