Global Research and Market Insights
September 25, 2022
Must Read Research
Fall has fallen, but rates are rising. This week we discuss positive inflows to equities despite falling sentiment, the long road back to lower inflation and why ESG (still) matters.
September 23, 2022
Hard(er) landing ahead
The Fed lifted its policy rate by 75bp and we expect a terminal funds rate of 4.75-5.0% by early next year. We now look for a hard(er) landing, with a greater decline in activity in 2023 and a peak unemployment rate of 5.6%.
Global Macro Snapshot: Home price inflation: cool or collapse?”
Home price inflation is very high in many markets, suggesting common factors at work including low borrowing rates and the increased demand for home office space.
Future Tech: Moonshots
Technological innovation is already happening at a faster pace than at any time in human history. BofA Global Research highlights the radical technologies that could disrupt industries, transform the global economy and reward investors.
The “Transwarming” World: A Net Zero Primer
Climate change is reshaping more than just the natural environment — it’s also altering the way global society will function for the next millennium. In response, governments, nonprofits and the private sector are racing to find ways to limit the environmental consequences of a warming world.
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