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Artwork for Global Research Unlocked

Global Research Unlocked

BofA Global Research
Glp-1s
Obesity
Inflation
Healthcare Costs
Diabetes
Bofa Global Research
Medical Technologies
Japanese Yen
Interest Rates
China
Federal Reserve
Labor Market
Productivity
Millennials
Transportation
Rail Industry
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.

PublishesWeeklyEpisodes19Founded4 years ago
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BusinessInvesting

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Artwork for Global Research Unlocked

Latest Episodes

Year ahead themes and where we could be wrong

Earlier this month, BofA Global Research published a note with 10 of the key views outlined in 2026 macro Year Ahead reports. This podcast features seven strategists and economists discussing certain of t... more

Ralf Preusser is joined in discussion by Adarsh Sinha and Mark Cabana. We will review the outlook for US rates and the US dollar after this week's FOMC meeting. We also analyse the motivation and implications behind the Fed’s new Reserve Management P... more

Solar, Storage, and Nuclear: The Next Clean Tech Wave

Surging AI demand is creating volatility and speed-to-power challenges, while grid delays push onsite generation forward. Our Clean Tech Symposium highlighted a major shift in data center power st... more

Mark Capleton (Global Head of Inflation Linked Strategy) and Meghan Swiber (Senior US Rates Strategist) join for a discussion on what to expect for inflation markets next year. In the US, we see value in real yield with inflation is still above Fed t... more

Key Facts

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Recent Guests

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
Kevin Fischbeck
Co-Head of Healthcare Research and Managed Care Analyst
BofA Global Research
Episode: Managed care suffering but eventual recovery likely
Sara Senatore
US restaurant analyst at BofA Global Research
BofA Global Research
Episode: Give me value or give me vibes: segments of restaurant industry still special
Savita Subramanian
US equity strategist at BofA Global Research
BofA Global Research
Episode: Big beautiful sales beats should accelerate profit growth
Ron Epstein
Managing Director, Covering Aerospace and Defense
BofA Global Research
Episode: NATO, Golden Dome among the positive thrusts for US defense

Hosts

TJ Thornton
Head of Product Marketing at BofA Global Research
Ralph Prosser
Host of Global Research Unlocked and Head of Global G10 Rates and FX Strategy

Reviews

4.8 out of 5 stars from 44 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.

However, some criticism arises regarding the perceived bias or simplification of complex geopolitical issues.
Listeners appreciate the depth of financial analysis and expert insights provided on current economic trends.

Chart Rankings

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

Apple Podcasts
#108
South Korea/Business/Investing
Apple Podcasts
#152
Poland/Business/Investing
Apple Podcasts
#172
Argentina/Business/Investing
Apple Podcasts
#203
Colombia/Business/Investing
Apple Podcasts
#203
India/Business/Investing
Apple Podcasts
#229
Hong Kong/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Spiffy new bag for some, shaggy couch for others – latest wage and spend trends
Q: What is the BofA internal data telling us about labor and spending?
The data shows a year-on-year growth rate of 0.5% for payroll estimates, indicating no signs of a slowdown in the labor market. However, there is a stark difference in after-tax wage growth between higher-income and lower-income households, with the highest earning displaying significant wage growth compared to the lower income.
US labor market edition
Q: What will be the Fed's take on the current labor market data?
The Fed might see mixed signals from the job growth and rising unemployment, possibly leading to a slight increase in the likelihood of a rate cut.
US labor market edition
Q: What do we learn about the US consumer from this report in your view?
The US consumer is still supported by a positive income effect, with purchasing power improving despite some consumers feeling otherwise.
Efforts to make rare earths less rare domestically bulldoze ahead
Q: What's the US done to get there regarding rare earths independence?
Efforts include government funding and support for establishing a domestic critical minerals supply chain, including investments in mining and processing.
Efforts to make rare earths less rare domestically bulldoze ahead
Q: Does the US need to be concerned about restrictions over the next year, or is it pretty much in the clear, at least over the short term?
Currently, the US will maintain access to Chinese rare earth metals for the next year, but potential risks still exist.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Social Media Reach

Frequently Asked Questions About Global Research Unlocked

What is Global Research Unlocked about and what kind of topics does it cover?

This podcast focuses on providing in-depth analysis and insights into critical global economic trends and markets, with a specific emphasis on themes such as artificial intelligence, energy transitions, and the dynamics of consumer behavior. Industry experts engage in conversations that dissect market forces, economic policies, and strategic opportunities for investors and corporate leaders. By emphasizing rigorous analysis, the discussions often reveal both risks and opportunities that listeners can leverage for better decision-making in a rapidly changing landscape.

Notably, the podcast features leading analysts from BofA Global Research, who bring their expertise to critical issues affecting investments across various sectors. This make... more

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These podcasts share a similar audience with Global Research Unlocked:

1. At Any Rate
2. Thoughts on the Market
3. Exchanges
4. The Markets
5. Making Sense

How many episodes of Global Research Unlocked are there?

Global Research Unlocked launched 4 years ago and published 19 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. Dave Tinsley
2. Ashley Wallace
3. Aditya Bhave
4. Francisco Blanch
5. Winnie Wu
6. Kevin Fischbeck
7. Sara Senatore
8. Savita Subramanian

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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