Global Research Unlocked – Details, episodes & analysis

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Global Research Unlocked

BofA Global Research

Business

Frequency: 1 episode/3d. Total Eps: 46

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.

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Score global : 52%

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Must Read Research: Walmart & Ads; Quantum, Computing Power Trading; Lodging Demand

Episode 246

Tuesday, September 15, 2026 • Duration 06:09

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.

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Signals & Noise: Four Themes Driving Emerging Markets

Episode 245

Monday, September 14, 2026 • Duration 06:16

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.

Global Research Unlocked – Details, episodes & analysis

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Global Research Unlocked – Details, episodes & analysis

Podcast details

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