Global Research Unlocked

Defense restocking accelerates; new threats drive demand Defense demand remains strong globally as depleted inventories, shifting threats and years of underinvestment drive a multiyear restocking cycle. Ron Epstein...

In this episode of Must Read Research on Global Research Unlocked, Candace Browning examines how perception is shaping market outcomes across asset classes. We explore why oil remains near $100 despite recovering crude...

Quantum computing is moving from scientific promise to commercial reality, opening new possibilities across sensing, secure communications, finance, healthcare, aerospace, defense, and space. The industry has already...

Please join our BofA Economists and rates & FX strategists to discuss takeaways after the September employment report. They will discuss implications for US economy, Fed path, rate levels / curve shape, & USD...

Rural broadband threat, urban voice and data advantage Telecom stocks came under significant pressure around the SpaceX IPO as investors worried that low Earth orbit (LEO) satellites could disrupt traditional wireless...

Midterms may dominate headlines, but corporate earnings, inflation and interest rates remain the key drivers of US equities. In this episode of Signals & Noise, Savita Subramanian discusses the outlook for stocks and...

AV adoption is scaling; physical AI broadens the story Autonomous vehicles appear to be reaching an inflection point, with the focus shifting from proving the technology to scaling fleets, geographies and business...

In this episode of Must Read Research on Global Research Unlocked, Head of Global Research Candace Browning explores how markets are pricing the probabilities that matter most. We discuss why Treasury yields continue to...

Please join Ralf Preusser in discussion with Mark Capleton, Evelyn Herrmann, Stephen Juneau and Meghan Swiber. We will discuss the upcoming inflation prints in the Euro Area and the US. In light of the recent run up in...

Consumer strength, lower-income spend improving Much of the consumer survey data suggests that consumers feel squeezed and are increasingly frustrated by inflation, but BAC credit and debit card spending data tells a...

In this episode of Must Read Research on Global Research Unlocked, Head of Global Research Candace Browning examines economies moving in different directions as inflation, policy, and investment trends continue to...

Please join Ralf Preusser in conversation with Agne Stengeryte, Meghan Swiber, and Tomonobu Yamashita. We will review the Fed, the BoE and the BoJ and discuss implications for global rate and FX markets. The Fed...

Income investing has evolved beyond traditional bond coupons and stock dividends, with investors increasingly turning to derivatives-based strategies across a wide risk spectrum. As structured products and...

In this episode of Must Read Research on Global Research Unlocked, Candace Browning explores why compute is becoming one of the most valuable currencies in the global economy. We discuss Walmart’s rapidly growing...

Emerging markets face a challenging mix of persistent inflation, potential Fed hikes, U.S. political uncertainty and geopolitical risks. Yet in this episode of Signals & Noise, David Hauner, Head of Global Emerging...