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Artwork for Global Research Unlocked

Global Research Unlocked

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

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 weeklyEpisodes38Founded5 years ago
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BusinessInvesting

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Artwork for Global Research Unlocked

Latest Episodes

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 importance of US data will only increase. We will discuss the outlook for t... more

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 investors should look beyond the Magnificent Seven. With earnings growth excee... more

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 surface of equities, shifting AI demand dynamics, and an intensifying ba... more

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 inflation.

Despite easing headline inflation, policy remains tight, with ou... more

Key Facts

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Recent Guests

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
Stephen Juneau
US inflation forecasts lead, US inflation strategy
Bank of America Global Research
Episode: Inflation and the inflation markets
Meghan Swiber
US Rate Strategy and US Inflation Market Specialist
Bank of America Global Research
Episode: Inflation and the inflation markets
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

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.

Apple Podcasts
#111
Argentina/Business/Investing
Apple Podcasts
#112
Colombia/Business/Investing
Apple Podcasts
#139
South Korea/Business/Investing
Apple Podcasts
#166
Hong Kong/Business/Investing
Apple Podcasts
#170
Taiwan/Business/Investing
Apple Podcasts
#203
India/Business/Investing

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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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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. At Any Rate
2. Thoughts on the Market
3. Hard Lessons
4. Global Data Pod
5. The Markets

How many episodes of Global Research Unlocked are there?

Global Research Unlocked launched 5 years ago and published 38 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. Jared Woodard
2. Jill Carey Hall
3. Oliver Levingston
4. Andrew Didora
5. Jason Gerberry
6. Stephen Juneau
7. Meghan Swiber
8. Alessandro Infelise-Zhou

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