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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.
bofa global research
podcast episode: february 27, 2024
Our intel suggests a long and clear runway for defense spend
Ron Epstein, Senior U.S. Aerospace and Defense Analyst, discusses how geopolitics are leading to bipartisan focus on defense spending and how U.S. Presidential election years tend to be good for defense stocks.
Featured Guests
Ron Epstein, Senior U.S. Aerospace and Defense Analyst
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: april 22, 2024
AI: Hardware today, software tomorrow
AI could drive $65B in annual cost savings for the S&P 500 within 5 years. AI is reminiscent of the Internet in 1995.
Featured Guest
Alkesh Shah, Head of U.S. Software Research
podcast episode: may 22, 2024
Even as the cycle extends, some credit metrics improve
Credit metrics improve and fintech innovations like Buy Now/Pay Later could challenge the traditional private label card issuer market.
Featured Guest
Mihir Bhatia, Consumer Finance Analyst
podcast episode: may 17, 2024
Slow growth and Fed cuts help build a good case for bank stocks
Higher-for-longer rates pose some risks for banks but true value of bank franchises comes from deposits and services provided to customers.
Featured Guest
Ebrahim Poonawala, Head of North American Banks 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
podcast episode: may 02, 2024
Inflation, technology and shifting realities for broadline/hardline retail
General merchandise sales have weakened as consumers battle shelter and food inflation. We discuss the latest trends in retail spend.
Featured Guest
Robby Ohmes, Senior U.S. Retail Broadlines and Hardlines Analyst
podcast episode: march 27, 2024
Sticky inflation and strong labor market don’t imply acceleration of U.S. economy
The latest economic data suggests a reacceleration of the U.S. economy. We forecast higher U.S. GDP growth in '24, lower in ' 25.
Featured Guest
Michael Gapen, Head of U.S. Economics
podcast episode: march 20, 2024
Rate hikes mostly kept EM markets from emerging, but shifting cycle helps EM
Despite delayed expectations for Fed rate cuts serving as a headwind to the EM rally, we're still bullish over medium-term.
Featured Guest
David Hauner, Head of Global Emerging Markets Fixed Income Strategy
podcast episode: march 18, 2024
ESG is evolving, with new disclosure and reporting requirements that will have broad impact.
The ESG regulatory landscape has seen a flurry of initiatives. Michael Littenberg from Ropes & Gray explains which regulations may impact investors.
Featured Guest
Dimple Gosai, Head of U.S. ESG Research
podcast episode: february 26, 2024
Slowing the shrink; the impact and impetus behind a QT moderation
The Fed is likely to slow Quantitative Tightening (QT) this year, which, by itself, could mean slightly lower Treasury yields.
Featured Guests
Mark Cabana, Head of U.S. Rates Strategy
Michael Gapen, Head of U.S. Economics
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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