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.
The democratization of artificial intelligence or AI has created a major tech wave for consumers. AI promises to make some businesses more efficient and even help businesses generate more revenue. We surveyed BofA Global Research analysts across the globe and found that 94% of covered companies plan to use AI to become more efficient and generate revenue. Survey participants exp...
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 ...
Almost 40% of US adults are obese and the US healthcare system spends nearly $173 billion a year on obesity-related medical costs. In the past, exercise and diet regiments were the best solutions for combating obesity but now there's an injectable called a GLP-1. These drugs trigger receptors in the brain to suppress appetites, cravings and addictive behaviors. Pete Galbo explai...
Oil prices have rallied over the last few months and while Francisco Blanch has crude oil forecasts above the commodity curve for 2024, the curve is downward sloping as demand growth is expected to be weaker and supply stronger. With Emerging Markets (EM) now negatively correlated with oil prices, lower oil could be a relief-China and India are now the biggest importers of oil in the ...
Electric vehicles (EVs) are expected to account for 35% of new vehicle sales in North America by the end of this decade. This means more EV charging stations will be needed, but the mix between expensive fast chargers, like those seen at highway rest areas, and cheaper slow chargers is debated. Especially as most trips are short and easily within vehicle range. Alex Vrabel joins u...
The commercial aircraft market offers fairly steady and attractive growth. About 2-3% of the fleet gets replaced every year and on top of that, the fleet is likely to keep expanding, as air traffic is expected to grow at about 1.5x-1.7x the rate of Global GDP. Within the commercial market, narrowbody aircraft, which traditionally have just one aisle, have been gaining share a...
Volatility markets in rates and equities are sending different signals. Equity volatility has fallen back to pre-COVID levels while rate volatility is still elevated. Ben Bowler suggests that despite lots of uncertainty in rate markets, equity investors are still conditioned to "buy the dip." But high inflation means that the free Fed backstop is no longer and tail risks are greater. Th...
Japan's economy has been stuck in a negative feedback loop of low growth, low inflation and interest rates since the asset bubble burst in the late 1980s. An environment of little to no inflation reduced the desire to raise wages, to invest and to spend. But the return of inflation can mean corporate investments in productivity, in growth and a consumer desire to spend. As...
Lithium is one of the more abundant minerals found in the Earth's crust and relative to other metals markets, like copper, it's still fairly small in size, which helps to explain the volatility. Even though global EV (electric vehicle) penetration is expected to rise to 40% by the end of the decade, Matt DeYoe sees an oversupply of lithium in 2024 and 2025, pressuring pri...
US network airlines have benefited from booming demand for international travel this summer. Revenues for US to Europe routes are 45% higher than pre-pandemic, helped by pent up demand and a lifting of all restrictions. Domestic beach and mountain destinations were great options in 2021 but have lost share as people set their sights abroad. But Andrew Didora believes we should see some n...
Companies have faced rising cost pressures as they emerged from the short-lived COVID downturn. The price of raw materials, labor and money has all risen but there are positives that come with this changing dynamic-companies are forced to focus on efficiency. Savita Subramanian believes we are at the forefront of a productivity boom driven partly by AI but also corporate neces...
"McCartney: A Life in Lyrics" offers listeners the opportunity to sit in on conversations between Paul McCartney and poet Paul Muldoon dissecting the people, experiences, and art that inspired McCartney’s songwriting. These conversations were held during the past several years as the two collaborated on the best selling book, “The Lyrics: 1965 to Present.” Over two seasons and 24 episodes of “McCartney: A Life in Lyrics”, you’ll hear a combination master class, memoir, and improvised journey with one of the most beloved figures in popular music. Each episode focuses on one song from McCartney’s iconic catalog – spanning early Beatles through his solo work. Season 1 premieres on October 4th. “McCartney: A Life in Lyrics” is a co-production between iHeart Media, MPL and Pushkin Industries. Cover Portrait © 1967 Paul McCartney / Photographer: Linda McCartney
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