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Artwork for Global Research Unlocked

Global Research Unlocked

BofA Global Research
Glp-1s
Obesity
Healthcare Costs
Medical Technologies
Bofa Global Research
Diabetes
Japanese Yen
Interest Rates
Inflation
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 weeklyEpisodes25Founded4 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Global Research Unlocked

Latest Episodes

Please join Ralf Preusser in conversation with Alex Cohen, Stephen Juneau and Meghan Swiber to discuss the US labor market. The US rate market continues to look for an anchor against the backdrop of the twin uncertainty shocks of AI and now Iran. Giv... more

Please join Ralf Preusser for a discussion on global curve dynamics with Meghan Swiber, Sphia Salim and Paul Ciana. We will explore the recent shift from steepening to flattening pressures and the possible reasons behind it across regions. We will al... more

Please join Ralf Preusser in conversation with Yuri Seliger and Meghan Swiber to discuss supple and demand in US bond markets. Strong supply in credit has been well absorbed, helped by a significant reduction in risk delivery to the private sector by... more

Please join Ralf Preusser for a discussion on the German outlook with Evelyn Herrmann, Sphia Salim and Michalis Rousakis. We will explore the view on the German fiscal implementation, its impact on the growth profile in 2026-27 and the challenges ahe... more

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Recent Guests

David Hauner
Head of Global Emerging Markets Fixed Income Strategy
BofA Global Research
Episode: Emerging markets may be at the beginning of a multi-year run
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

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 48 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.

> 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.

Chart Rankings

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

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

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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. The Markets
2. Thoughts on the Market
3. Exchanges
4. Masters in Business
5. The Memo by Howard Marks

How many episodes of Global Research Unlocked are there?

Global Research Unlocked launched 4 years ago and published 25 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. David Hauner
2. Ross Fowler
3. Ron Epstein
4. Dimple Gosai
5. Dave Tinsley
6. Ashley Wallace
7. Aditya Bhave
8. Francisco Blanch

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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