Podcast Episodes

Friday Rates Update

Episode 174

Please join Sphia Salim for a discussion with Takayasu Kudo and Shusuke Yamada on Japanese developments this week, including the major long-end steep…

3 months ago

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Solving utility affordability doesn’t mean data center development goes dark

Episode 173

AI Fuels Power Growth, Politics Shape the Path

As utilities enter 2026, the investment narrative evolves from a pure growth story to one defined by s…

3 months ago

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Defense to throttle up on growth, why privates can coexist with primes

Episode 172

Takes from Defense Forum and Private Company Meetings

US defense is in the midst of an upcycle, driven by an increasingly assertive policy stance, th…

3 months ago

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Friday Rates Update

Episode 171

Please join Ralf Preusser in discussion with Mark Capleton, Sphia Salim and Meghan Swiber, analysing global yield curve dynamics. We will explain our…

3 months, 1 week ago

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US labor market

Episode 170

Please join Ralf Preusser in conversation with Aditya Bhave and Mark Cabana after the US labor market report. The team will discuss the US payroll pr…

3 months, 2 weeks ago

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Lithium still charged even as US EV ambitions fade; getting to know phosphate

Episode 169

Eyes off US roads to understand lithium demand

It may have seemed as though 2025 would have been a challenging year for lithium but North American el…

3 months, 2 weeks ago

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Technicals for 2026

Episode 168

Please join Ralf Preusser in conversation with Paul Ciana. Paul will talk through his views for 2026 across rates, FX, commodities and equities. Paul…

4 months, 1 week ago

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Our Year Ahead views – points and counterpoints

Episode 167

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 mac…

4 months, 1 week ago

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