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Global Research and Market Insights

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

March 29, 2026

Must Read Research: Some forces generate lift; others keep us firmly on land.

Some forces generate lift; others keep us firmly on land. This week, we show how demand for AI tokens should keep cloud providers flying high, while the associated power demand could keep some jet engines grounded. Meanwhile, our Volatility Insights explores the crosswinds causing market turbulence, and Japan looks for a better flight path for its shipbuilding industry.

 

Also featuring commentar­­y from our economists

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Solid short game after a booming drive

Golf continues to grow in popularity, and we believe it is a leisure segment that is in a healthy position.

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10 Micro Themes for 2026: Acquisitions and AI are just the beginning

From M&A and AI to industrial and consumer trends — we spotlight 10 themes with broad implications shaping the market landscape

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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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Powerful insights to help optimize your trading strategy

Unlock liquidity, achieve market-leading outcomes and chart the right path with nuanced insights tailored to your goals.

Transforming Japan

With Japan poised for growth, global investors and corporates can capitalize on this compelling opportunity. Explore key insights from our local leaders and Global Research analysts.

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Chart the right path with nuanced perspectives and analysis.
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Global trends need global vision

Each week, our analysts discuss what’s emerging in global markets on the Global Research Unlocked® podcast.

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Our award-winning analysts, supported by our BofA Data Analytics team, provide insightful, objective and in-depth research to help you make informed investing decisions. We service individual investors and a wide variety of institutional money managers including hedge funds, mutual funds, pension funds and sovereign wealth management funds.

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