Podcast Episodes
Back to SearchEquities, Fed, BoJ, & you
Episode 211
Please join Mark Cabana in a discussion with Jill Carey Hall, Aditya Bhave, and Oliver Levingston as they break down key market dynamics, equity risk…
4 weeks, 1 day ago
Signals & Noise: Why small & mid-caps are leading the 2026 market rally – and what’s next
Episode 210
Welcome to Signals and Noise, where BofA Global Research strategists from around the globe offer a shorter take on market matters as part of Global R…
1 month ago
Must Read Research: Bull & Bear, AI Infrastructure, Underdog and Housing Markets
Episode 209
This week we pause to check a scoreboard flashing stretched positioning, analyze how AI infrastructure is quietly creating unlikely winners, highligh…
1 month ago
Payroll call
Episode 208
Please join Sphia Salim in discussion with our US economists, rates and FX strategists to review the US payroll report. The US labor market remains c…
1 month ago
Rising airfares no match for a consumer going full throttle on experiences
Episode 207
Mostly friendly skies for airlines and premium consumers
Summer is starting just as higher income consumers remain flush and global soccer fans are d…
1 month, 1 week ago
GLP-1s are shrinking some appetites; broader use poses a prickly challenge
Episode 206
Lower prices are unlocking the next leg of GLP-1 growth
Several years ago, the bullish case for GLP-1 penetration hinged on lower pricing and the ava…
1 month, 1 week ago
Must Read Research: Size of the Market, World Cup & Paper Goods, Energy Contingencies, and LatAm Elections
Episode 205
This week, we discuss why the size of the market continues to expand, how the World Cup is fueling global beverage demand, contingency plans amidst s…
1 month, 1 week ago
Inflation and the inflation markets
Episode 204
Please join Mark Capleton in discussion with Stephen Juneau, Alessandro Infelise-Zhou and Meghan Swiber on inflation and the inflation markets, cover…
1 month, 2 weeks ago
Bond market selloff
Episode 203
Please join Sphia Salim in conversation with global rates strategists to discuss the broad bond market selloff of the past week. We will explore its …
1 month, 2 weeks ago
Why we believe AI reshapes work more so than it reduces overall payrolls
Episode 202
Youth labor in the age of AI adjustment
Though about one-quarter of global jobs are exposed to AI, the Economics team doesn't share the view that AI …
1 month, 3 weeks ago