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.

For a full inventory of the Global Research UnlockedTM podcast series access your favorite podcast provider.

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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.

 

Featured Guests
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

A headshot of 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 and Ebrahim Poonawala, Head of North American Banks Research
podcast episode: february 8, 2024

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.

 

 

Featured Guests
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

A headshot of Doug Leggate, Head of U.S. Oil & Gas Research
podcast episode: january 10, 2024

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.

 

 

Featured Guest
Doug Leggate, Head of U.S. Oil & Gas Research

 

A headshot of Jessica Reif Ehrlich, Head of U.S. Media and Entertainment Research
podcast episode: december 18, 2023

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.

 

 

Featured Guest
Jessica Reif Ehrlich, Head of U.S. Media and Entertainment Research

 

A headshot of Haim Israel, Head of Global Thematic Research
podcast episode: december 14, 2023

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.

 

 

Featured Guest
Haim Israel, Head of Global Thematic Research

 

 

 

A headshot of Meghan Swiber, U.S. Rates Strategist, BofA Global Research
podcast episode: november 2, 2023

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.

 

 

Featured Guest
Meghan Swiber, U.S. Rates Strategist, BofA Global Research

 

 

 

A headshot of Alexandria Hammond, US Biopharmaceuticals Analyst , BofA Global Research, Peter Galbo, Senior US Packaged Food and Beverage Analyst, BofA Global Research, Travis Steed, Senior US Medical Supplies and Devices Analyst, BofA Global Research
podcast episode: october 17, 2023

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.

 

Featured Guests
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

 

A headshot of Ronald Epstein, Senior US Aerospace & Defense Analyst, BofA Global Research
podcast episode: september 6, 2023

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.

 

Featured Guest
Ronald Epstein, Senior U.S. Aerospace & Defense Analyst, BofA Global Research

 

A headshot of T.J. Thornton, Head of Product Marketing and Predictive Analytics.

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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