bofa global research

Global Research and Market Insights

Candace Browning
Head of BofA Global Research

March 23, 2025

Must Read Research: Sentiment Shift Implications

Sentiment has made a fast break away from U.S. equities and the dizzying back and forth action on tariffs has also resulted in a cut to GDP (gross domestic product) forecasts. Meanwhile, company commentary at the Global Industrials Conference in London was generally in favor of Europe over the U.S. Pivoting to favorites on the court, whether it’s Duke, South Carolina or an upset you’re expecting, there’s a new group of companies happy to take your wager.

 

Also featuring commentary from Global Economic Weekly

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