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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.
- Indexed episodes, last 90 days
- 31
- Latest publication
- Sep 22, 2026
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- Earliest in this view
- Jul 13, 2026
Latest episodes
Must Read Research: Fed Hiking Cycle; Brazil Optimism; Australia’s AI Boom; AV Commercialization (opens the original)
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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, policy, and investment trends continue to reshape the global landscape. We explore why the Federal Reserve may be at the start of a new tightening cycle, rising optimism toward Brazil despite election uncertainty, and how Australia's artificial intelligence investment boom could create inflationary pressures before delivering
Global Rates & FX Views: The great central bank review (opens the original)
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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 global rate and FX markets. The Fed delivered a hawkish hike and joined the global tightening cycle. The repercussions of this decisions have already had strong effects across yield curves and currencies. We discuss the FOMC decision in the context of the other central banks on the docket this week. "Bank of America" and “
Signals & Noise: When Income Became an Outcome (opens the original)
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Income investing has evolved beyond traditional bond coupons and stock dividends, with investors increasingly turning to derivatives-based strategies across a wide risk spectrum. As structured products and derivatives-linked ETFs continue to gain traction, income is increasingly being viewed as an investment outcome rather than simply an investing style. In this episode of Signals & Noise, Abhinandan Deb, Head of Global Cross-Asset Quantitative Investment Strategy at BofA Securities, joins Nitin
Must Read Research: Walmart & Ads; Quantum, Computing Power Trading; Lodging Demand (opens the original)
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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 discuss Walmart’s rapidly growing advertising business and how proprietary data is helping reshape the media landscape, the accelerating path toward quantum computing commercialization, and the emergence of graphics processing unit rental futures that could transform computing power into a tradable asset class. We also
Signals & Noise: Four Themes Driving Emerging Markets (opens the original)
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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, David Hauner, Head of Global Emerging Markets Fixed Income Strategy at BofA Securities, explains why he remains constructive on EM carry despite a more difficult backdrop. Drawing from BofA's "Buy Back EM" outlook, Hauner outlines four key themes shaping emerging markets: Treasury market developments, a more hawkish Fed,
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