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Artwork for Global Research Unlocked

Global Research Unlocked

BofA Global Research
Glp-1s
Obesity
Inflation
Healthcare Costs
Diabetes
Bofa Global Research
Medical Technologies
Japanese Yen
Interest Rates
China
Federal Reserve
Labor Market
Productivity
Millennials
Rail Industry
Transportation
S&P Earnings
Convertible Bonds
Home Improvement
Housing Market

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 weeklyEpisodes24Founded4 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Global Research Unlocked

Latest Episodes

Improving fundys, metals among reasons for EM optimism

David Hauner argues that Emerging Markets (EM) remain a compelling opportunity, supported by favorable macro, valuation, and structural tailwinds. A weaker USD, low real US rates, and improving ... more

Cyclicals vs. Tech: Positioning for broadening growth

Mark Cabana and Savita Subramanian discuss whether there's evidence of a cyclical upswing in economic data, and the extent to which that's impacting companies and stocks. They also delve into whe... more

Please join Ralf Preusser in discussion with Aditya Bhave and Mark Cabana to discuss the nomination of Kevin Warsh for Fed chair. We will analyse the implications for monetary policy, the outlook for the Fed's balance sheet and the market reaction in... more

Please join Ralf Preusser in discussion with Paul Ciana, Alex Cohen and Adarsh Sinha. The team will address the rate checks in USDJPY and its impact on not just the yen but also the dollar. We will give thoughts on the effectiveness of FX interventio... more

Key Facts

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Recent Guests

Ross Fowler
Head of North America Power and Regulated Utilities Equity Research
BofA Global Research
Episode: Solving utility affordability doesn’t mean data center development goes dark
Ron Epstein
Analyst covering aerospace and defense for BofA Global Research
BofA Global Research
Episode: Defense to throttle up on growth, why privates can coexist with primes
Dimple Gosai
Head of Clean Tech Research and Sustainability
BofA Global Research
Episode: No sunset for solar in powering data centers
Dave Tinsley
Senior Economist, Bank of America Institute
Bank of America Institute
Episode: Spiffy new bag for some, shaggy couch for others – latest wage and spend trends
Ashley Wallace
Head of the EMEA Consumer Discretionary Team at BofA Global Research and European Luxury Analyst
BofA Global Research
Episode: Spiffy new bag for some, shaggy couch for others – latest wage and spend trends
Aditya Bhave
Senior US Economist
BofA Global Research
Episode: Reconciling stingy labor markets and generous spend
Francisco Blanch
Head of Global Commodity Strategy
BofA Global Research
Episode: Yellow gold faces flashing amber; black gold eventually sees green
Winnie Wu
Chief China Equity Strategist at BofA Global Research
BofA Global Research
Episode: APAC markets; AI not yet boosting profits today, helps structural case tomorrow
Kevin Fischbeck
Co-Head of Healthcare Research and Managed Care Analyst
BofA Global Research
Episode: Managed care suffering but eventual recovery likely

Hosts

TJ Thornton
Head of Product Marketing at BofA Global Research
Ralph Prosser
Host of Global Research Unlocked and Head of Global G10 Rates and FX Strategy

Reviews

4.8 out of 5 stars from 47 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 States3 years ago

Listeners Say

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

However, some criticism arises regarding the perceived bias or simplification of complex geopolitical issues.
Listeners appreciate the depth of financial analysis and expert insights provided on current economic trends.

Chart Rankings

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

Apple Podcasts
#29
Argentina/Business/Investing
Apple Podcasts
#70
Colombia/Business/Investing
Apple Podcasts
#130
Argentina/Business
Apple Podcasts
#141
Saudi Arabia/Business/Investing
Apple Podcasts
#159
Finland/Business/Investing
Apple Podcasts
#183
Hong Kong/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

FX, intervention risks and technicals
Q: Does the recent rate checks change our structurally bearish view on the yen?
No, intervention can result in yen strength, but the overall trend of structural outflows remains bearish for the yen.
FX, intervention risks and technicals
Q: What is the likely motivation behind the rate checks from the New York Fed?
The motivation could relate to preventing disorderly moves in the dollar-yen rates, which are undesirable for both Japan and the US.
FX, intervention risks and technicals
Q: Could you maybe start off with explaining what rate checks are?
Rate checks are indeed a signaling action by a central bank and typically precede intervention.
Emerging markets may be at the beginning of a multi-year run
Q: If that changes at some point, that's the biggest risk to emerging markets. Why would it change?
It might take a significant deterioration in the inflation outlook for the Fed to become more hawkish, which is the biggest risk to the emerging market story now.
Emerging markets may be at the beginning of a multi-year run
Q: What about investment flows into EM that would seem like this could play into the multi-year story?
Allocations are definitely still low due to a long bull market in the dollar and major outflows from emerging markets previously; however, recent inflows are promising.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Global Research Unlocked

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

This podcast focuses on providing in-depth analysis and insights into critical global economic trends and markets, with a specific emphasis on themes such as artificial intelligence, energy transitions, and the dynamics of consumer behavior. Industry experts engage in conversations that dissect market forces, economic policies, and strategic opportunities for investors and corporate leaders. By emphasizing rigorous analysis, the discussions often reveal both risks and opportunities that listeners can leverage for better decision-making in a rapidly changing landscape.

Notably, the podcast features leading analysts from BofA Global Research, who bring their expertise to critical issues affecting investments across various sectors. This make... more

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1. At Any Rate
2. Thoughts on the Market
3. The Markets
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Global Research Unlocked launched 4 years ago and published 24 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. Ross Fowler
2. Ron Epstein
3. Dimple Gosai
4. Dave Tinsley
5. Ashley Wallace
6. Aditya Bhave
7. Francisco Blanch
8. Winnie Wu

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