Global Research Unlocked

BofA Global Research 171 - Global Rates & FX Views: The great central bank review

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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Global Research Unlocked

Episodios

Global Rates & FX Views: The great central bank review

Signals & Noise: When Income Became an Outcome

Must Read Research: Walmart & Ads; Quantum, Computing Power Trading; Lodging Demand

Signals & Noise: Four Themes Driving Emerging Markets

Signals & Noise: AI Exposure, Less Volatility? Enter Converts

Global Rates & FX Views: CPI, Fed, & buyback implications

Global Rates & FX Views: NFP: what it means for US rates & USD

Shaky ‘26 for alt asset manager stocks, but steady asset inflows

Must Read Research: Fund Manager Survey; Our New AI Tracker; Gold’s Rally and K-shape Convergence

Must Read Research: AI Financing, Convertibles, AI and Labor, Australian LNGs

Global Rates & FX Views: August summer guide

Must Read Research: Earnings; European Energy Markets; Memory Demand; MSCI EM Reshuffle

Global Rates & FX Views: NFP & refunding review

Must Read Research: Russell Concentration, Hazardous Trash is the New Treasure; AI Financing

Global Rates & FX Views: Central banks – the aftermath

Declining costs mean more rising rockets; launch costs key for space industrialization

Signals & Noise: July FOMC meeting: oil or nothing

Must Read Research: Semiconductor Signals, AI Scale, and the Power Behind It

Signals & Noise: Bubble Building in the Age of AI

Global Rates & FX Views: Hyperscalers, credit, & rates

Signals & Noise: Our case for 3 rate hikes this year

Must Read Research: High Bar for 2Q; Netflix; Heatwaves and Corn; US TSY Softening Demand

Global Rates & FX Views: Japan’s GPIF, Fed and ECB

A conversation about business and sport with Gary Neville

The Consumer’s Summer Spending Surge

From sports to pop culture: Prediction markets $1 trillion bet

Positive structural case for EM won’t collapse under a few Fed hikes

Must Read Research: SpaceX; The Next AI Winners; Europe’s Earnings Momentum; Buy Value

MOU-nting inflation concerns

Post NFP Call

Signals & Noise: U.S. Equity Mid-Year Outlook 2026 — Buy Stocks, Not the Index

Must Read Research: Shifting Econ Outlook; Concentration Bubble Risk; Semis; Prediction Mkts

Signals & Noise: Updating the Outlook—Growth Up and Policy Tightening Ahead

Mid-year review

America at 250 – Innovation, Market Leadership and the Power of Compounding

Task force hawkish

Equities, Fed, BoJ, & you

Signals & Noise: Why small & mid-caps are leading the 2026 market rally – and what’s next

Must Read Research: Bull & Bear, AI Infrastructure, Underdog and Housing Markets

Payroll call

Rising airfares no match for a consumer going full throttle on experiences

GLP-1s are shrinking some appetites; broader use poses a prickly challenge

Must Read Research: Size of the Market, World Cup & Paper Goods, Energy Contingencies, and LatAm Elections

Inflation and the inflation markets

Bond market selloff

Why we believe AI reshapes work more so than it reduces overall payrolls