Market & Financial Insights, Research & Strategy

Candace Browning

Head of BofA Global Research

January 19, 2025

Must Read Research: The engines of economic growth are revving up

The engines of economic growth are revving up. This week, we explore why the outlook for Fed rate cuts has stalled as defense spending looks primed to accelerate and small businesses are shifting into higher gear.

Also featuring commentary from Global Economic Weekly

See what unfolds in 2025 as BofA Global Research analysts share their insights on the themes that could shape the year.

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Explore some of the latest insights from BofA Global Research.

It’s been a bumpy road for U.S. manufacturing but there are early signs of improvement, and trucks, rails and even parcel carriers will eventually see swifter movement

The U.S. aerospace and defense industry has faced challenges ranging from labor to quality control. We see it reascending with a digital-first approach.

Ron Epstein

Senior Research Analyst

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With Japan poised for growth, global investors and corporates can capitalize on this compelling opportunity. Explore key insights from our local leaders and Global Research analysts.

Each week, our analysts discuss what’s emerging in global markets on the Global Research Unlocked™ podcast.

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