Global Research Unlocked™ Podcast from BofA Global Research

For a full inventory of the Global Research Unlocked^TM podcast series access your favorite podcast provider.

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

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

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

Net new credit issuance could see an uptick as rates fall and election uncertainty subsides.

Featured Guest
Oleg Melentyev, Head of U.S. High Yield Credit Strategy

Corporate transformation, AI could drive Japan equities and Japan's semiconductor industry could play an important role.

Featured Guest
Daisuke Takato, Head of Japan Research Marketing
Mikio Hirakawa, Head of Japan Semiconductor Research

Insurance costs should continue to rise in high-risk areas as state-backed policies to the private sector are likely to cost consumers more.

Featured Guest
Josh Shanker, Senior U.S. Insurance Analyst

A big shift is underway on how the power grid could look in the future. We discuss the role nuclear and renewable energy will play.

Featured Guest
Ross Fowler, Head of the North America Power & Regulated Utilities Research
Andrew Obin, Senior Multi-Industry Analyst

REIT stocks have been great performers recently but rate cuts could usher in more transactions and other positives.

Featured Guest
Jeffrey Spector, Head of U.S. REIT Research

The rate cutting cycle is underway and housing stocks are expected to perform well in the months after the first cut.

Featured Guest
Rafe Jadrosich, U.S. Homebuilders and Building Products Analyst

July payroll data led to some concern in markets but data including U.S. consumer spending suggests merely a normalization

Featured Guest
Aditya Bhave, Senior U.S. Economist

We're in the early earnings of the "AI revolution" and the list of beneficiaries should broaden. AI should drive S&P margin improvement.

Featured Guest
Alkesh Shah, Head of U.S. Software Equity Research

A strong value proposition has led travelers to "re-find" Las Vegas. Cruise demand has also been bolstered by compelling value.

Featured Guests
Shaun C. Kelley, Senior Gaming, Lodging & Leisure Analyst
Andrew Didora, Senior U.S. Airlines & Cruise Lines Analyst

Podcast Host: T.J.Thornton, Head of Global Product Marketing, BofA Global Research

Global Research Unlocked^TM 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.