Global Research Unlocked

BofA Global Research

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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.

27 THG 2

A Ukraine ceasefire would lead to a pipeline of commodity opportunities

Reconstruction should boost demand for certain metals An end to the Russia-Ukraine conflict would have an impact beyond the most important, which is ending the bloodshed. Russian natural gas could start to flow through Ukraine and into Europe once again, pushing Europe gas prices significantly lower, positively impacting European industry and dampening inflation. Oil supplies would be impacted as well and Francisco Blanch discusses how OPEC might react to in case Russia increases oil flows to the West. The supply of certain mined commodities, especially uranium and graphite, could rise as the US looks to secure access to these critical metals. And then there's the demand for metals that could come from the rebuilding of Ukraine. It's estimated 10% of Ukraine housing and 75% of electrical transmission capacity are casualties of the war. Michael Widmer discusses how demand growth for copper should see a significant uplift from Ukraine reconstruction. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2025 Bank of America Corporation. All rights reserved.

26 phút
13 THG 2

Investors so enamored with the US may want to find another Valentine

Yes, there is a compelling case for stocks outside the US Investors have record exposure to US stocks according to the latest Global Fund Manager Survey. The US dollar, in real effective terms, is at all-time highs by some measures. Several of our strategists believe international equities can begin to outperform and that the US dollar could peak. US policy could help, and the Global Investment Strategy team expects a softening of America First policy and reigned-in US inflation to be supportive of some non-US markets. We discuss which international markets and currencies look most compelling and the good news we expect out of regions where positives have been scarce. Plus, we address why another contrarian trade, owning longer duration bonds, could also perform well. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2025 Bank of America Corporation. All rights reserved.

26 phút
22 THG 1

US growth to remain strong in 2025, other economies can positively surprise too

Productivity consistent with higher for longer rates The Global Economics Team is optimistic on US growth in 2025 and Aditya Bhave discusses the cyclical and structural forces supporting this outlook. The US disinflation story has stalled for now and the team expects inflation to end in 2025 at around the same levels where it finished 2024. That view incorporates some impact from new tariffs but we discuss why the tariff impact on personal consumption expenditure inflation (PCE) should be just a few tenths of a percent over time. Productivity improvements in the US are one of the reasons for the sanguine view and the team discusses why productivity is mostly a US story and why improved efficiency is also consistent with higher for longer interest rates. But while the US should continue to standout, especially among developed markets, there are a number of compelling economic growth stories, ranging from Japan to India to Mexico and Argentina, provided the latter two manage some of the current challenges properly. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2025 Bank of America Corporation. All rights reserved.

26 phút
19/12/2024

The sun hasn’t set on renewables

Federal subsidies not the only factor enabling solar There is investor concern that federal subsidies for some renewable energy programs, from residential solar to utility wind, will shrink under the Trump administration. And those concerns have some validity, but according to Dimple Gosai, even with a possible decline in federal help, there are a number of positives that should persist for parts of the clean energy industry. Among the positives are state and local subsidies as well as system costs that continue to come down. Especially if power prices rise, the economics of renewables should look better, and in many cases, unsubsidized utility scale solar is already competitive with natural gas. Tariffs could increase system costs but benefit certain domestic producers. Dimple discusses why she continues to expect growth for certain renewables, the importance of storage in enabling this growth, and why geothermal may be underestimated as an energy solution. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2024 Bank of America Corporation. All rights reserved.

15 phút
05/12/2024

Programmatic ad spend continues to find new plot lines, characters

Disruption of linear TV a boon for programmatic Connected TV, or CTV, which refers to everything from movies watched via apps on television to apps offering live TV and traditional DVR capabilities via the Internet, has seen a surge in share of ad spend. This is especially true as more of this connected programming is offered via ad-supported tiers. Programmatic can also bring in more advertisers by making it easier for small and medium sized businesses to buy ad space. AI can drive growth too, allowing businesses to make more effective ad decisions and even helping with campaign content. Jessica Reif Ehrlich also discusses how more targeted CTV ads lead to growth in the format and how there's room for share gains in audio too. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2024 Bank of America Corporation. All rights reserved.

16 phút
20/11/2024

Interest rate path is a winding two-way street

Not all forces are aligned to push rates higher Though the possibility of tariffs and immigration reform, in combination with pro-growth policies, would seem to bias interest rates higher, the 10Y yield is up fairly modestly since election results were announced. And while Mark Cabana expects the 10Y yield to trade in a higher range than it did previously, Mark and the team don't expect 10Y yields to run to 5% and beyond. Mark joins us to discuss the forces that could push rates higher and those that could weigh them down. He discusses Fed path implications for the 10Y and how the rate components have changed since the election. Mark also discusses how US policies could spill over to rate markets globally and what that means for Treasury demand. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2024 Bank of America Corporation. All rights reserved.

25 phút
19/11/2024

Change in inflation trend has central banks buying gold, households could be next

Strong backdrop for gold but sharp rally suggests a pause Gold has had an incredible rally this year, appreciating more than the S&P 500 or NASDAQ. Global central banks have bought at the fastest pace in history, and making gold the second largest reserve asset behind the US dollar. Jared Woodard believes there may be a buyable dip in the months to come and explains why. As for gold equities, they have materially outperformed the gold price of late and Lawson Winder says the time to own gold miners is during bull markets for gold but longer term, the stocks have clearly underperformed the metal. Electrification is more an important driver for gold than silver as it's a better conductor than copper. Lawson discusses this and why the electrification push remains a good investment theme. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2024 Bank of America Corporation. All rights reserved.

19 phút

7 tập

4,5

11 Xếp hạng

China reopening

20/10/2022

SG in Denver

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.

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Global Research Unlocked

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Global Research Unlocked

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A Ukraine ceasefire would lead to a pipeline of commodity opportunities

Investors so enamored with the US may want to find another Valentine

US growth to remain strong in 2025, other economies can positively surprise too

The sun hasn’t set on renewables

Programmatic ad spend continues to find new plot lines, characters

Interest rate path is a winding two-way street

Change in inflation trend has central banks buying gold, households could be next

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China reopening

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