Podcast Episodes
Back to SearchMust Read Research: Weather & Commodity Risks; Fed Hikes; EU Trade Dynamics and Evolving Consumers
Episode 201
This week, we track how weather disruptions from El Niño may ripple through commodity markets that are already on edge, how sticky inflation and stro…
1 month, 3 weeks ago
Summit, yen-tervention, & US rates
Episode 200
Please join Mark Cabana in discussion with Adarsh Sinha & Meghan Swiber to discuss the US-China summit, yen intervention, & US rates. We will cover F…
1 month, 3 weeks ago
K-shaped housing: regional and segment divergence emerges from inventory reset
Episode 199
Don't shut the door yet; housing supply discipline turning
Consistent with the U.S. economy as a whole, the housing and building products markets are…
2 months ago
Must Read Research: World Cup, Higher Oil Prices, and Mega IPOs
Episode 198
Welcome to Must Read Research on BofA Global Research Unlocked. In this podcast, we offer quick summaries from the prior week’s most interesting and …
2 months ago
Payroll call
Episode 197
Please join Ralf Preusser in discussion with Aditya Bhave, Mark Cabana, Alex Cohen and Shruti Mishra to review the US payroll report. The US labor ma…
2 months ago
Conflict keeps midstream compelling, integrateds see a pipeline of cash
Episode 196
Energy buyers to rethink supply lines
With energy stocks off recent highs, Jean Ann joins the podcast to discuss what may be ahead and why she belie…
2 months, 1 week ago
Policy Derby: Rates for the Roses
Episode 195
In this episode, we discuss central bank meeting takeaways and market implications. We discuss the Fed’s and Bank of Canada’s shift in tone, plus th…
2 months, 1 week ago
A changing Federal Reserve
Episode 194
Please join Sphia Salim in discussion with Aditya Bhave, head of US economics research, Mark Cabana, head of US rates strategy, and Alex Cohen, senio…
2 months, 2 weeks ago
Inflation markets
Episode 193
Please join Ralf Preusser in discussion with Mark Capleton and Meghan Swiber to discuss opportunities in inflation markets. Commodity price swings ha…
2 months, 3 weeks ago
Asia’s defense awakening: Higher domestic spend, more exports
Episode 192
South Korea emerging as a breakout defense producer
Asia's defense transformation is emerging as a compelling and investable growth theme, as the reg…
2 months, 4 weeks ago