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    Global Research Unlocked

    Global Research Unlocked

    Global Research Unlocked

    ratings:
    Length:
    15 episodes
    Language:
    English
    Format:
    Podcast

    Description

    Listen and subscribe to Global Research Unlocked. A podcast from BofA Global Research. Nuanced insights that can help you chart the right path. Our industry-leading analysts discuss what’s emerging – from risks and opportunities to growth themes like AI and energy transition.
    Language:
    English
    Format:
    Podcast

    Episodes1 - 10 of 15 episodes

    Title

    Copper and uranium demand boosted by a multitude of investment themes

    Strong demand and difficult supply Over the last two decades, copper demand was inexora...

    23 minutes
    		May 13, 2024

    Millennial housing bid continues, but shifting to more affordable cities

    Millennial home buying continues but in some new places New home sales are down only ma...

    17 minutes
    		May 13, 2024

    Inflation, technology and shifting realities for broadline/hardline retail

    Big portion of retailers hoping for lower rates Home improvement retail has been challe...

    16 minutes
    		May 06, 2024

    Software’s AI Opportunity Is Still Ahead

    AI: Hardware Today, Software Tomorrow Corporate investments in AI have had significant ...

    14 minutes
    		Apr 23, 2024

    Pandemic debt maturities, higher rates make for busy convertible bond issuance

    Higher rates broadening the converts issuance market Convertible bonds (CBs) can offer ...

    16 minutes
    		Apr 23, 2024

    S&P earnings growth to bloom and broaden in 2024

    Earnings improvement is still fairly nascent In 2023, we saw an earnings recession, at ...

    18 minutes
    		Apr 11, 2024

    Wheels make the economy go ‘round; transports and the case for rails

    Transports would ride the cycle but modes matter Transport metrics had been in an exten...

    22 minutes
    		Apr 03, 2024

    Sticky inflation and strong labor market don’t imply acceleration of US economy

    Data trends are approaching Fed threshold for rate cuts The latest economic data releas...

    17 minutes
    		Apr 03, 2024

    Geopolitical calm would help, until then Europe tied to cyclical shifts

    A number of things can go right for Europe Earlier this month, BofA Securities hosted ...

    7 minutes
    		Mar 27, 2024

    Rate hikes mostly kept these markets from emerging, but shifting cycle helps EM

    Global growth matters for Emerging Markets At the start of the year, markets were prici...

    20 minutes
    		Mar 20, 2024