Market & Financial Insights, Research & Strategy

Candace Browning

Head of BofA Global Research

February 02, 2025

Must Read Research: Smart pruning fosters growth, but cutting too deep can weaken roots.

Smart pruning fosters growth, but cutting too deep can weaken roots. This week, we look at areas DOGE can trim to boost efficiency. Meanwhile, homebuilders are tangled in the weeds of overgrown inventory. And DeepSeek? AI efficiency gains initially seemed like it would stunt growth in some old-economy industries, but a closer look suggests broader energy and infrastructure demand should continue to shine.

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

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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.

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