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Global trends need global vision
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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.
podcast episode: august 19, 2024
Rate cuts to boost some construction segments with a lag
As AI adoption grows, construction spend could rise from growth in data centers. But macro factors like elections will play a factor.
Featured Guest
Michael Feniger, Machinery, Engineering and Construction & Waste Analyst
podcast episode: august 14, 2024
Normalizing consumption keeping inflation civil
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
podcast episode: august 12, 2024
The AI evolution could become a revolution
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
podcast episode: july 30, 2024
Powerful demand for electricity meets towering supply
Power demand growth should remain compelling, supply dynamics mean that the case for power and commodity price gains is less clear.
Featured Guest
Francisco Blanch, Head of Global Commodity Cross Asset and Equity Derivatives Research
podcast episode: july 16, 2024
Bucket list checked, consumers back to viewing travel as discretionary
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 episode: june 10, 2024
What did we learn from our Media in Montauk Conference?
Jessica Reif Ehrlich discusses the future of streaming media, NBA broadcasting rights and the state of travel and entertainment demand.
Featured Guests
Jessica Reif Ehrlich, Head of U.S. Media and Entertainment Research
podcast episode: june 05, 2024
As prices rise, consumers turn to leftovers, putting volumes in a freeze.
Food prices are up an average of 30% since the pandemic and volumes are now taking a hit as consumers economize.
Featured Guests
Sara Senatore, Senior Restaurants Analyst
Bryan Spillane, Senior U.S. Food & Beverage Analyst
Peter Galbo, U.S. Packaged Food & Beverage 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 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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