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Global Research Unlocked: Daily Summaries Delivered
by BofA Global Research
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.
Latest Episodes
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- 2 days ago20 min
Global Rates & FX Views: The great central bank review
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 delivered a hawkish hike and joined the global tightening cycle. The repercussions of this decisions have already had strong effects across yield curves and currencies. We discuss the FOMC decision in the context of the other central banks on the docket this week. "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. ©2026 Bank of America Corporation. All rights reserved.
- 2 days ago10 min
Signals & Noise: When Income Became an Outcome
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 derivatives-linked ETFs continue to gain traction, income is increasingly being viewed as an investment outcome rather than simply an investing style. In this episode of Signals & Noise, Abhinandan Deb, Head of Global Cross-Asset Quantitative Investment Strategy at BofA Securities, joins Nitin Saksena, Head of US Equity Derivatives Research, to discuss the rapid growth of derivatives income strategies. They explore the forces driving investor demand, why option-based income remains attractive despite higher bond yields, and how these strategies may complement traditional income sources in diversified portfolios. "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. ©2026 Bank of America Corporation. All rights reserved.
- 5 days ago6 min
Must Read Research: Walmart & Ads; Quantum, Computing Power Trading; Lodging Demand
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 advertising business and how proprietary data is helping reshape the media landscape, the accelerating path toward quantum computing commercialization, and the emergence of graphics processing unit rental futures that could transform computing power into a tradable asset class. We also recap key takeaways from conference season, where executives highlighted strong demand trends across lodging, media, communications infrastructure, and artificial intelligence-related industries. "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. ©2026 Bank of America Corporation. All rights reserved.
- 6 days ago6 min
Signals & Noise: Four Themes Driving Emerging Markets
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 Markets Fixed Income Strategy at BofA Securities, explains why he remains constructive on EM carry despite a more difficult backdrop. Drawing from BofA's "Buy Back EM" outlook, Hauner outlines four key themes shaping emerging markets: Treasury market developments, a more hawkish Fed, U.S. midterm elections, and evolving EM monetary policy. He discusses why higher-yielding currencies in markets such as Brazil, Colombia, Turkey and frontier economies continue to look attractive, while remaining more cautious on EM rates and sovereign credit spreads. The episode also explores the outlook for the Chinese renminbi, risks from oil price volatility and the Iran situation, Brazil's upcoming election, and why investors should distinguish between opportunities in EM carry and risks in broader EM fixed income markets. "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. ©2026 Bank of America Corporation. All rights reserved.
- 6 days ago9 min
Signals & Noise: AI Exposure, Less Volatility? Enter Converts
Artificial intelligence has created huge opportunities for investors, but also significant volatility. In this episode of Signals & Noise, Michael Youngworth, Head of Global Convertible & Preferred Strategy at BofA Securities, explains why convertible bonds may offer a compelling way to participate in the AI theme without taking on the full volatility of common stocks. Youngworth breaks down how convertibles work, why they have become a key source of financing for AI infrastructure, data centers and hyperscalers, and how roughly one-third of the convertible market is now linked to the AI trade. He also discusses the asset class's unique combination of equity participation, downside support and embedded volatility exposure, as well as why recent market weakness has created a more attractive entry point. For investors who believe in the long-term AI buildout but are concerned about valuations, timing and drawdowns, convertibles may offer a different way to stay invested while potentially smoothing the ride. "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. ©2026 Bank of America Corporation. All rights reserved.
- 6 days ago28 min
Global Rates & FX Views: CPI, Fed, & buyback implications
Join Bank of America's Economics and Rates Strategy teams for a discussion of the latest CPI data, the implications for Federal Reserve policy, and U.S. Treasury buyback developments. Featuring insights from Aditya Bhave, Mark Cabana, Stephen Juneau, Meghan Swiber, and Ralph Axel, this timely conversation explores the key market and macroeconomic takeaways from the latest inflation report. Recorded on September 11, 2026. 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. ©2026 Bank of America Corporation. All rights reserved.
- 2 weeks ago24 min
Global Rates & FX Views: NFP: what it means for US rates & USD
Please join Sphia Salim in conversation with Shruti Mishra, Meghan Swiber and Alex Cohen post-payrolls report. We will discuss how relevant it is for the Sep Fed decision relative to CPI next week, and implications for US rates & the USD in a context where long-dated US yields continue to make new highs, driving global yields with them. "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. ©2026 Bank of America Corporation. All rights reserved.
- 2 weeks ago17 min
Shaky ‘26 for alt asset manager stocks, but steady asset inflows
Alts rebound as the value rotation takes hold Inflows into alternative assets have been consistently strong. The products became available to retail and other investors who have steadily increased exposure but allocations remain fairly low. In contrast, the stocks of the alternative asset managers have faced substantial ups and downs, especially in the last few years. Alternative manager shares had outperformed the S&P for a decade through 2024. Strong growth and conversions to C-Corps after President Trump was first elected propelled them, as institutional investors were able to buy into what had been partnership structures. But concerns around private credit, a more competitive private equity landscape and the fact that the stocks weren't as underowned as they once were began to weigh. More recently, many of these shares have stabilized and begun to rally. Craig discusses why that's happened and what's ahead from here, especially as these stocks are generally still well off 2024 highs, the market is increasingly interested in value stocks and many of the fundamental drivers are intact. "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. ©2026 Bank of America Corporation. All rights reserved.
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