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Global trends need global vision
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.
Optimistic on U.S. growth for 2025 with productivity improvement a key driver
The U.S. growth story should continue to standout, but there are other compelling economic growth stories too.
Featured Guests
Claudio Iriogyen, Head of Global Economics Research
Aditya Bhave, Senior U.S. Economist
The sun hasn’t set on renewables
Subsidies for renewables could phase out under the Trump administration, but there are other positive drivers for resi solar and nuclear.
Featured Guest
Dimple Gosai, Head of U.S. Clean Energy
Programmatic ad spend continues to find new plot lines, characters
Media consumption habits have changed drastically, and programmatic advertising can bring in more advertisers and drive ad spend.
Featured Guest
Jessica Reif Ehrlich, Head of U.S. Media and Entertainment Research
Interest rate path is a winding two-way street
We now expect a higher range for 10Y rates but there are a number of headwinds to a move back up to 5%.
Featured Guest
Mark Cabana, Head of U.S. Rates Strategy
Strong backdrop for gold but sharp rally suggests a pause
We discuss the compelling medium-term backdrop, the shorter-term risks and implications for gold equities.
Featured Guests
Jared Woodard, Head of the Research Investment Committee
Lawson Winder, North America Metals and Mining Analyst
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Podcast Host: T.J.Thornton, Head of Global Product Marketing, BofA Global Research
Global Research UnlockedTM is hosted by T.J.Thornton. As head of Global Product Marketing, T.J. is attuned to the key debates across global markets and the areas where Global Research has particularly differentiated views. Through the daily morning call, his publication of collaborative research reports, weekly Must Read Research, the Spotlight Series and via podcasts, T.J. helps to deliver these key messages to key constituencies, from institutional salespeople, to financial advisors to curious members of the general public. T.J. has 15 years of experience in running product marketing, having previously worked at Morgan Stanley and Jefferies.
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