Listen and subscribe to Global Research Unlocked. A video 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.
Global Research Unlocked Videos
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Podcast Overview
Listen and subscribe to Global Research Unlocked. A video 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.
Language
🇺🇲
Publishing Since
11/13/2023
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Recent Episodes
June 24, 2024
As prices rise, consumers dig into leftovers, putting volumes in a deep freeze
Volume picture better for restaurants than packaged food Food companies are seeing negative volumes, both in their grocery businesses and their food service businesses. The volume picture looks a bit better for the largest restaurants but it's also sluggish. Consumers seem to be economizing more than they were a year or two ago, one way is by eating more leftovers, or eating breakfast at home, and that poses some important questions for these industries as they seek to improve volume growth. But just as higher prices have pushed consumers into different foods and restaurant types, more promotional activity may help to bring them back. There's data to suggest that some increase in promotional activity is underway or may be soon. We'll discuss what we've found and what a pickup in discounting may mean for the companies engaging in it.
November 13, 2023
The Bull Case for US Stocks
Productivity gains from AI will drive margin growth The S&P 500 has enjoyed double digit gains this year thanks in part to waning recession concerns and a resilient consumer that has been somewhat insulated from higher interest rates. We sit down with Head of US Equity and Quantitative Strategy, Savita Subramanian, who remains bullish on US equities from these levels. Savita believes that in this backdrop of high inflation, wage growth and interest rates, companies will likely focus more on efficiency, a positive for earnings and the multiple the market would be willing to pay. And when excluding the seven stocks that have driven the S&P so far this year, the S&P earnings multiple looks more reasonable anyway. AI should help in this push for productivity. 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. ©2023 Bank of America Corporation. All rights reserved.
2 total episodes available
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- How often does this podcast release new episodes?
This podcast updates weekly.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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No, this podcast does not typically feature guests.
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