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.
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Sep 29, 2026 · 5:57
In this episode of Must Read Research on Global Research Unlocked, Head of Global Research Candace Browning explores how markets are pricing the probabilities that matter most.…
Sep 25, 2026 · 17:51
Please join Ralf Preusser in discussion with Mark Capleton, Evelyn Herrmann, Stephen Juneau and Meghan Swiber. We will discuss the upcoming inflation prints in the Euro Area and…
Sep 24, 2026 · 23:48
Consumer strength, lower-income spend improving Much of the consumer survey data suggests that consumers feel squeezed and are increasingly frustrated by inflation, but BAC…
Sep 22, 2026 · 5:42
In this episode of Must Read Research on Global Research Unlocked, Head of Global Research Candace Browning examines economies moving in different directions as inflation,…
Sep 18, 2026 · 20:00
Please join Ralf Preusser in conversation with Agne Stengeryte, Meghan Swiber, and Tomonobu Yamashita. We will review the Fed, the BoE and the BoJ and discuss implications for…
Sep 18, 2026 · 10:39
Income investing has evolved beyond traditional bond coupons and stock dividends, with investors increasingly turning to derivatives-based strategies across a wide risk spectrum.…
Sep 15, 2026 · 6:09
In this episode of Must Read Research on Global Research Unlocked, Candace Browning explores why compute is becoming one of the most valuable currencies in the global economy. We…
Sep 14, 2026 · 6:16
Emerging markets face a challenging mix of persistent inflation, potential Fed hikes, U.S. political uncertainty and geopolitical risks. Yet in this episode of Signals & Noise,…
Sep 14, 2026 · 9:45
Artificial intelligence has created huge opportunities for investors, but also significant volatility. In this episode of Signals & Noise, Michael Youngworth, Head of Global…
Sep 14, 2026 · 28:58
Join Bank of America's Economics and Rates Strategy teams for a discussion of the latest CPI data, the implications for Federal Reserve policy, and U.S. Treasury buyback…
Sep 4, 2026 · 24:12
Please join Sphia Salim in conversation with Shruti Mishra, Meghan Swiber and Alex Cohen post-payrolls report. We will discuss how relevant it is for the Sep Fed decision…
Sep 4, 2026 · 17:42
Alts rebound as the value rotation takes hold Inflows into alternative assets have been consistently strong. The products became available to retail and other investors who have…
Aug 24, 2026 · 9:19
In this episode of Must Read Research on Global Research Unlocked, Candace Browning explores whether today’s elevated conviction in risk assets is supported by the underlying…
Aug 17, 2026 · 9:24
In this episode of Must Read Research on Global Research Unlocked, Candace Browning follows the flow of capital through the artificial intelligence ecosystem to explore where…
Aug 14, 2026 · 22:03
Please join our rates & FX strategists to discuss key risk events in the second half of August. We will also update our core rate & FX views for the remainder of the summer. Bank…
Aug 11, 2026 · 8:29
It's been a summer of extremes, and this week's Must Read Research highlights four themes shaping markets across regions and asset classes. Candace Browning, Head of Global…
Aug 7, 2026 · 28:56
Please join Sphia Salim in conversation with Aditya Bhave, Mark Cabana and Meghan Swiber post-payrolls and US Treasury refunding. Given the limited guidance at last week's FOMC…
Aug 4, 2026 · 6:15
What if one of the market's most widely followed growth benchmarks is really just a bet on a few dozen stocks? This week, we explore rising concentration within major equity…
Jul 31, 2026 · 21:20
Please join Sphia Salim for a discussion with the global rates team on the implications of all the central bank decisions taken this week. We will review the exceptionally…
Jul 31, 2026 · 23:47
Unlocking new markets, from broadband to the moon The SpaceX IPO has renewed investor interest in the rapidly evolving space economy. But to understand the opportunity that space…
Jul 28, 2026 · 8:06
This week on Signals & Noise, Mark Cabana, co-head of Global Rates Strategy, breaks down the highly anticipated July FOMC meeting, explaining why markets face unusual uncertainty…
Jul 27, 2026 · 7:56
This week on Must Read Research, we look back at prior semiconductor selloffs for clues on what may come next and revisit our recent Transforming World Conference for an…
Jul 27, 2026 · 13:29
As AI enthusiasm drives markets to new highs, investors are increasingly asking whether the boom has become a bubble. In this episode of Signals & Noise, Ben Bowler and Arjun…
Jul 24, 2026 · 21:16
Please join Mark Cabana for a discussion with credit strategist Yuri Seliger & rates strategist Meghan Swiber. Yuri will discuss the outlook for hyerscaler issuance & IG outlook,…
Jul 21, 2026 · 6:00
In this episode of Signals and Noise, Aditya Bhave, Head of US Economic Research at BofA Securities, lays out the case for three 25bp Fed rate hikes in September, October, and…
Jul 21, 2026 · 6:18
In this episode of Must Read Research on Global Research Unlocked, T.J. Thornton steps in for Candace Browning to explore several of the themes heating up markets this summer. We…
Jul 17, 2026 · 19:09
Please join Ralf Preusser in conversation with Sphia Salim, Meghan Swiber and Shusuke Yamada. We will discuss potential implications of a hypothetical change in Japan's GPIF…
Jul 16, 2026 · 33:35
Our guest speaker is Gary Neville, former professional footballer, entrepreneur, broadcaster and business leader and who is one of the most influential voices across soccer and…
Jul 16, 2026 · 32:53
Our guest speaker is Gary Neville, former professional footballer, entrepreneur, broadcaster and business leader and who is one of the most influential voices across soccer and…
Jul 15, 2026 · 20:20
U.S. consumers showed remarkable resilience in June, with spending growth reaching its strongest pace in four years. But what's driving the surge, and can it last? In this…
Jul 14, 2026 · 24:24
Convergence of brokers, betting and prediction markets Prediction markets (PMs) have exploded in popularity over the past year, with volumes doubling since the start of May. By…
Jul 14, 2026 · 30:05
EM resilience tested by Fed, fueled by long-term flows Emerging market equities have more than doubled the S&P 500's return year-to-date, and have held up well despite rising Fed…
Jul 13, 2026 · 7:59
In this episode of Must Read Research on Global Research Unlocked, Candace Browning explores a broadening opportunity set across markets and industries. We examine the rapid…
Jul 13, 2026 · 26:32
Please join our US economist and rates strategists for their weekly rates call to cover (1) commodity risks for global rates & curves and (2) US CPI preview & US inflation…
Jul 2, 2026 · 15:03
Please join Ralf Preusser in conversation with Aditya Bhave, Mark Cabana and Alex Cohen post-payrolls. Since Fed Chair Warsh is trying to move away from forward guidance, the…
Jul 2, 2026 · 9:04
In this episode of Signal vs. Noise, Savita Subramanian, Head of U.S. Equity & Quantitative Strategy, reviews a surprising first half of 2026 and explains why she believes…
Jun 29, 2026 · 6:11
In this episode of Must Read Research, we explore what happens when “too much of a good thing” begins to reshape markets. From a more hawkish Fed outlook to rotation beneath the…
Jun 29, 2026 · 5:10
In this episode of Signals & Noise, we unpack the latest midyear updates to global economic forecasts, including a modest upgrade to global growth and a downward revision to…
Jun 29, 2026 · 16:37
Please join Ralf Preusser in conversation with Mark Cabana and Adarsh Sinha to discuss the outlook for G10 rates and FX. We will discuss implications of the new Fed call, updated…
Jun 23, 2026 · 21:26
As the United States approaches its 250th Independence Day, Derek Harris, Head of Global Wealth Management Portfolio and Investment Strategy speaks with Jared Woodard, Head of…
Jun 22, 2026 · 26:49
We recap the June FOMC meeting with our US economists and rates / FX strategists. We offer our views on the hawkish messaging and how to position across rates & FX. You may also…
Jun 14, 2026 · 36:27
Please join Mark Cabana in a discussion with Jill Carey Hall, Aditya Bhave, and Oliver Levingston as they break down key market dynamics, equity risks, and central bank outlooks.…
Jun 11, 2026 · 7:02
Welcome to Signals and Noise, where BofA Global Research strategists from around the globe offer a shorter take on market matters as part of Global Research Unlocked. Today, we…
Jun 9, 2026 · 7:28
This week we pause to check a scoreboard flashing stretched positioning, analyze how AI infrastructure is quietly creating unlikely winners, highlight an Underdog taking on the…
Jun 8, 2026 · 19:50
Please join Sphia Salim in discussion with our US economists, rates and FX strategists to review the US payroll report. The US labor market remains central to the outlook for US…
Jun 4, 2026 · 17:15
Mostly friendly skies for airlines and premium consumers Summer is starting just as higher income consumers remain flush and global soccer fans are descending on North America.…
Jun 3, 2026 · 24:45
Lower prices are unlocking the next leg of GLP-1 growth Several years ago, the bullish case for GLP-1 penetration hinged on lower pricing and the availability of oral…
Jun 2, 2026 · 7:42
This week, we discuss why the size of the market continues to expand, how the World Cup is fueling global beverage demand, contingency plans amidst shifting energy segments, the…
May 30, 2026 · 21:49
Please join Mark Capleton in discussion with Stephen Juneau, Alessandro Infelise-Zhou and Meghan Swiber on inflation and the inflation markets, covering: the outlook for…
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