Global Research Unlocked

BofA Global Research 165 - Global Rates & FX Views: NFP: what it means for US rates & USD

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Global Research Unlocked

Episodios

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

Must Read Research: Weather & Commodity Risks; Fed Hikes; EU Trade Dynamics and Evolving Consumers

Summit, yen-tervention, & US rates

K-shaped housing: regional and segment divergence emerges from inventory reset

Must Read Research: World Cup, Higher Oil Prices, and Mega IPOs