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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.
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
Cooling but not cool; U.S. labor market remains robust but is normalizing
Michael Gapen addresses questions on how much growth is left in services jobs and says job gains will slow but shouldn’t sharply decline.
Featured Guests
Michael Gapen, Head of U.S. Economics
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 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 20, 2024
Making sense of historic yen weakness, and its implications for the economy
If Fed cuts in December, weakness in Japanese Yen should be contained. Consumer spending recovery could underpin Japanese growth in 2H24.
Featured Guests
Shusuke Yamada, Head of Japan FX Strategy
Izumi Devalier, Head of Japanese Economics
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: 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: 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 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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