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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: december 5, 2023
Our Outlook for 2024: Breadth in Rate Cuts and Markets
Global Research expects central banks in developed economies to start cutting rates in '24, inflation to slow further & the USD to weaken.
Claudio Irigoyen, Head of Global Economics
Michael Hartnett, Chief Investment Strategist
Mark Cabana, Head of U.S. Rates Strategy
Savita Subramanian, Head of U.S Equity and Quantitative Strategy
Merger Monday won't take over yet but expect M&A headlines in certain areas
M&A activity is below a 10yr average, but better market performance and cheaper valuations may spur activity in SMID caps, staples and banks.
Jill Hall, Head of U.S. SMID Cap Equity Strategy Research
Bryan Spillane, Senior U.S. Packaged Food & Beverages
Peter Galbo, Senior Consumer Staples Analyst
Ebrahim Poonawala, Head of North American Banks Research
Upward sloping natural gas price curve means gas equities could climb higher
LNG export projects have met some delays but as more come online, US natural gas will see a demand boost.
Doug Leggate, Head of U.S. Oil & Gas Research
Next episode of the growth narrative for streaming video companies
The shift to more ad supported streaming content and bundling will be an important driver of subscribers for streaming media companies.
Jessica Reif Ehrlich, Head of U.S. Media and Entertainment Research
Water – An expensive problem with cheap solutions
The world's fresh water supply is projected to be depleted by 2040. But solutions are readily available and they aren't terribly expensive.
Haim Israel, Head of Global Thematic Research
Interrupting the cycle of high rates and higher deficits
Treasury demand from historical buyers has fallen and supply has risen on deficits and interest costs but a peak in yields would help demand.
Meghan Swiber, U.S. Rates Strategist, BofA Global Research
GLP-1s may save healthcare billions but could cost companies revenues
Weight loss drugs known as GLP-1s could impact consumer behavior, we discuss how that may impact food consumption as well as MedTech.
Alexandria Hammond, U.S. Biopharmaceuticals Analyst, BofA Global Research
Peter Galbo, Senior U.S. Packaged Food and Beverage Analyst, BofA Global Research
Travis Steed, Senior U.S. Medical Supplies and Devices Analyst, BofA Global Research
Deleting the middle seat through aviation technology
Narrowbody aircrafts will usher in a new era of aviation with greater fuel efficiency and passenger seating improvements.
Ronald Epstein, Senior U.S. Aerospace & Defense Analyst, 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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