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Global Research and Market Insights

Candace Browning, Head of BofA Global Research
Candace Browning
Head of BofA Global Research

March 15, 2026

Must Read Research: Tanker Turmoil, Consumer Currents, and Argentina’s Clearer Horizon.

News of tanker traffic grinding to a halt in the Strait of Hormuz made waves in the Atlantic, as impacts were a big topic at our Miami Consumer & Retail Conference. This week we examine how long the disruption could last, where consumer companies may face calm seas or choppier waters, and S&P performance following extreme policy uncertainty. Elsewhere, we highlight how Argentina appears to be sailing into clearer horizons.

 

Also featuring commentar­­y from our economists

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Unicorns, Decacorns and Hectocorns

In The Private Companies Primer, we discuss why high-value companies are staying private longer.

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