bofa global research

Global Research and Market Insights

Candace Browning
Candace Browning
Head of BofA Global Research

November 02, 2025

Must Read Research: The clocks may fall back, but earnings momentum hasn’t.

The clocks may fall back, but earnings momentum hasn’t. This week, we review one of the strongest 3Q seasons in recent memory, look ahead to positive seasonal trends, highlight how the pendulum is swinging in private credit and watch the NFIP’s (National Flood Insurance Program) race to reprice risk.

 

Also featuring commentary from our economists

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Global trends need global vision

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

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Our award-winning analysts, supported by our BofA Data Analytics team, provide insightful, objective and in-depth research to help you make informed investing decisions. We service individual investors and a wide variety of institutional money managers including hedge funds, mutual funds, pension funds and sovereign wealth management funds.

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