Market & Financial Insights, Research & Strategy

Candace Browning

Head of BofA Global Research

January 12, 2025

Must Read Research: We’re charged up for 2025

We’re charged up for 2025. This week, we examine what’s powering BofA Global Research analyst expectations for higher margins and productivity, how U.S. inflation and EU reforms could jolt currency markets and which factors are fueling U.S. bank optimism.

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

Uncovering powerful insights that move business and society forward.

Unlock liquidity, achieve market-leading outcomes and chart the right path with nuanced insights tailored to your goals.

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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