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Artwork for Global Research Unlocked

Global Research Unlocked

BofA Global Research
Inflation
Federal Reserve
Bofa Global Research
Interest Rates
Emerging Markets
Tariffs
Housing Market
Artificial Intelligence
China
Labor Market
Glp-1s
Economic Growth
European Central Bank
US Economy
US Labor Market
Bank Of England
US Dollar
Housing Affordability
Natural Gas
Oil Prices

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.

PublishesTwice weeklyEpisodes33Founded5 years ago
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InvestingBusiness

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Artwork for Global Research Unlocked

Latest Episodes

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. Gain expert insights and actionable perspectives on equities, rates, an... more

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 focus on the best performing size segment of the US equity market this ye... more

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 big guys, and get field updates on a housing market still playing defense... more

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. But this also comes at a time when the airline ticket situation is becom... more

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Recent Guests

Andrew Didora
Analyst covering airline, transportation, and leisure sectors
BofA Global Research
Episode: Rising airfares no match for a consumer going full throttle on experiences
Jason Gerberry
Covers major and specialty pharmaceuticals
BofA Global Research
Episode: GLP-1s are shrinking some appetites; broader use poses a prickly challenge
Pete Galbo
Covers food producers and beverage and HPC
BofA Global Research
Episode: GLP-1s are shrinking some appetites; broader use poses a prickly challenge
Alessandro Infelise-Zhou
Commodity Strategist for Europe
Bank of America Global Research
Episode: Inflation and the inflation markets
Benson Wu
Head of Korea Economic Research
Asia Economics team, BofA Global Research
Episode: Why we believe AI reshapes work more so than it reduces overall payrolls
Nick Stenner
Head of Economic Research for Australia and New Zealand
Economic Research, BofA Global Research
Episode: Why we believe AI reshapes work more so than it reduces overall payrolls
Rafe Jadricic
Senior Home Builder and Building Products Analyst
Not explicitly stated in episode
Episode: K-shaped housing: regional and segment divergence emerges from inventory reset
Ralph Axel
Fed analyst featured in discussion
Bank of America Global Research
Episode: Policy Derby: Rates for the Roses
Ronald Man
Global Rates team contributor
Bank of America Global Research
Episode: Policy Derby: Rates for the Roses

Hosts

Ralf Preusser
Head of Global G10 Rates and FX Strategy with extensive expertise in financial markets and monetary policy.
TJ Thornton
Head of Product Marketing with a strong focus on financial products and market strategies.

Reviews

4.7 out of 5 stars from 51 ratings
  • China reopening

    Very whitewashed view of China. Investors have zero rights, blames US for tensions, nothing about belligerency toward Taiwan or other countries, nothing about human rights, nothing about technology theft…. I get that BooA can be kicked out of China at will, but that doesn’t mean investors should be led like sheep into that market.

    Apple Podcasts
    1
    SG in Denver
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

> The podcast provides clear insights but may reflect a biased perspective on complex global issues.
> Listeners appreciate the depth of analysis provided, though some feel certain topics are too narrowly focused.

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Talking Points

Recent interactions between the hosts and their guests.

GLP-1s are shrinking some appetites; broader use poses a prickly challenge
Q: What is the breakdown of usage duration—how many stay on GLP-1s long-term versus short-term?
About one-third of users stay on GLP-1 therapy for less than six months due to cost or tolerability, while roughly 40-45% stay on for more than a year, indicating a meaningful long-term segment, though data on longer horizons remains uncertain.
GLP-1s are shrinking some appetites; broader use poses a prickly challenge
Q: Over the last couple of years, prices for GLP-1 have come down. Where is penetration now in the US and the rest of the world, and where is it expected to be in two to three years?
In the US, GLP-1s are about 10% penetrated among obese patients without diabetes, equating to roughly 10 million individuals. The market is expected to grow to about 13-17% of total obese patients treated with GLP-1 therapy in the next two to three years, with ongoing expansion driven by oral formulations and lower barriers to access.
Conflict keeps midstream compelling, integrateds see a pipeline of cash
Q: What kind of growth and capacity are we talking about for gas pipelines, and how much of an uptick should we expect going forward?
She notes total gas demand growth of a few percent annually, with CAPEX and EBITDA growth potentially in the six to seven percent range due to under-investment in the past and higher project costs.
Conflict keeps midstream compelling, integrateds see a pipeline of cash
Q: Do you think that buyers of oil and natural gas will behave differently as energy security becomes a bigger question, and in what ways?
She suggests that demand resilience and strategic storage plans, particularly by major importers, could alter buying patterns, with energy security driving steadier demand and possible shifts in storage policies.
Conflict keeps midstream compelling, integrateds see a pipeline of cash
Q: So Jean Ann, if we assume that the Strait reopens and Middle East oil and gas supply comes back online eventually, how do you think about your integrated oil stocks at these levels?
She argues that while prices have rallied, the meaningful insight comes from long-term price expectations; with long-term oil priced around the low $70s, valuations remain attractive and could offer an entry point if sentiment stabilizes.

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Frequently Asked Questions About Global Research Unlocked

What is Global Research Unlocked about and what kind of topics does it cover?

This podcast extensively covers a range of nuanced insights relevant to global markets, investments, and economic trends. Frequent discussions span topics such as emerging market opportunities, energy transitions, fiscal policies, and the dynamics of the bond and foreign exchange markets. Episodes often feature industry-leading analysts who share their expertise on key growth themes and market shifts, promising listeners a comprehensive understanding of the underlying factors affecting economic performance and investment strategies. Notably, the inclusion of various perspectives on current economic challenges and growth areas, especially in the context of technology and global political shifts, sets this podcast apart in its field.

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Which podcasts are similar to Global Research Unlocked?

These podcasts share a similar audience with Global Research Unlocked:

1. At Any Rate
2. Exchanges
3. The Markets
4. Making Sense
5. Thoughts on the Market

How many episodes of Global Research Unlocked are there?

Global Research Unlocked launched 5 years ago and published 33 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Global Research Unlocked?

Recent guests on Global Research Unlocked include:

1. Andrew Didora
2. Jason Gerberry
3. Pete Galbo
4. Alessandro Infelise-Zhou
5. Benson Wu
6. Nick Stenner
7. Rafe Jadricic
8. Ralph Axel

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