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Global Research and Market Insights

Candace Browning, Head of BofA Global Research
Candace Browning
Head of BofA Global Research

February 01, 2026

Must Read Research: New fault lines are emerging beneath the surface of global markets.

As policy, rates, and the dollar increasingly shape relative outcomes, new fault lines are emerging beneath the surface of global markets. This week, we flag an extreme reading for gold per our Bubble Risk Indicator, reassess valuation gaps across U.S. and EU supermajors, unpack the structural roots of Mexico's growth stall, and highlight how tight lending is constraining U.S. manufacturing momentum.

 

Also featuring commentar­­y from our economists

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