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Artwork for Global Research Unlocked

Global Research Unlocked

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

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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Artwork for Global Research Unlocked

Latest Episodes

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 understanding of the breakthroughs and challenges AI may create tomorrow. Power ... more

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 Goyal explore why today's AI-driven market shares many of the characteristi... more

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, Meghan will place in context of broader rates. The call took place on F... more

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 December. He explains why current policy appears too accommodative given t... more

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Recent Guests

Shusuke Yamada
Head of Japan Rates and FX Strategy
Bank of America Global Research
Episode: Global Rates & FX Views: Japan’s GPIF, Fed and ECB
Gary Neville
Former Manchester United player, owner of Salford City, media contributor
Gary Neville (Salford City, media ventures)
Episode: A conversation about business and sport with Gary Neville (video)
Julie Hoover
Member of the Gaming, Lodging & Leisure team at BofA Global Research
Bank of America
Episode: From sports to pop culture: Prediction markets $1 trillion bet
Adarsh Sinha
Head of G10 FX Strategy
Bank of America (BofA)
Episode: Mid-year review
Jared Woodard
Head of the Research Investment Committee
Bank of America Corporation/BofA Research
Episode: America at 250 – Innovation, Market Leadership and the Power of Compounding
Jill Carey Hall
Equity and quant strategist, head of small and mid cap strategy
Bank of America Global Research
Episode: Equities, Fed, BoJ, & you
Oliver Levingston
Rates and FX strategist, based in Hong Kong
Bank of America Global Research
Episode: Equities, Fed, BoJ, & you
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

Hosts

Derek Harris
Lead host focusing on global research perspectives and investment strategy.
Mark Cabana
Host and head of US rate strategy, focuses on fixed income and policy signaling.
Candace Browning
Head of Global Research, with cross-asset and global strategy perspective.
TJ Thornton
Head of Product Marketing and frequent host, links research to market storytelling.

Reviews

4.7 out of 5 stars from 52 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.

Audience may seek clearer disclaimers on geopolitical risk and narrative balance.
Guests bring strong expertise, with a good mix of macro, rates, and sector insights.
Generally valuable, data-driven market context from a leading bank's research team.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

A conversation about business and sport with Gary Neville
Q: How do you see the media landscape evolving for football, especially with AI and digital platforms?
He notes that live rights will stay with major broadcasters, while non-live content moves to digital and YouTube, enabling independent creators to prosper; the market is moving toward fan-centric, authentic content ownership and multi-channel engagement, including watch-alongs and data-driven insights.
Positive structural case for EM won’t collapse under a few Fed hikes
Q: What could change your mind on the structurally bullish EM view?
A major, sustained dovetailing of global growth with a much larger than expected Fed tightening cycle or a sharp deterioration in trade relationships (e.g., China–Europe) that disrupts cross-border capital, coupled with a sustained strong US dollar, would challenge the bullish EM thesis.
Positive structural case for EM won’t collapse under a few Fed hikes
Q: And are Fed hikes necessarily bearish for EM?
The hosts and guests acknowledge that while three hikes could present near-term headwinds, EM can still perform well if global growth remains robust and policy mix supports risk assets; thus, the view is cautious but not pessimistic, with opportunities seen in flows and carry trades.
Mid-year review
Q: What does that mean for your dollar rate forecasts?
The answer is that the forecasts have shifted higher at the front end with expectations of more Fed hikes this year, and that the dollar outlook is tied to how quickly the market prices in the Fed path and the relative resilience of the US economy versus other regions.
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.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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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 program features deep-dive discussions from Bank of America Global Research, focusing on macro markets, policy, and sector fundamentals. Episodes frequently explore inflation dynamics, central bank paths, equity and fixed-income themes, and how AI, energy transitions, and geopolitics shape investment opportunities. A standout aspect is the data-driven, multi-guest format that blends historical context with forward-looking scenario analysis, often anchored by concrete market signals and industry-specific insights. Listeners can expect rigorous research perspectives, cross-asset strategy, and practical implications for portfolios and policy alike.

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Which podcasts are similar to Global Research Unlocked?

These podcasts share a similar audience with Global Research Unlocked:

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

How many episodes of Global Research Unlocked are there?

Global Research Unlocked launched 5 years ago and published 43 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. Shusuke Yamada
2. Gary Neville
3. Julie Hoover
4. Adarsh Sinha
5. Jared Woodard
6. Jill Carey Hall
7. Oliver Levingston
8. Andrew Didora

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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