Global Research Unlocked

60 Episodes

1. Japan conference reinforces view there’s another leg higher for markets

   Published: 10/29/2024
2. The persistent pursuit of megawatts; meeting today’s energy demand

   Published: 10/16/2024
3. Pleasant views from the Global Real Estate conference

   Published: 10/7/2024
4. Rate cuts are underway but home buyers await more

   Published: 10/4/2024
5. Rate cuts to boost some construction segments with a lag

   Published: 9/13/2024
6. The AI evolution could become a revolution

   Published: 9/4/2024
7. Normalizing consumption keeping inflation civil

   Published: 8/29/2024
8. Powerful demand for electricity meets towering supply

   Published: 8/14/2024
9. Bucket list checked, consumers back to viewing travel as discretionary

   Published: 8/2/2024
10. What did we learn from our Media in Montauk Conference?

    Published: 6/28/2024
11. As prices rise, consumers dig into leftovers, putting volumes in a deep freeze

    Published: 6/24/2024
12. Making sense of historic yen weakness, and its implications for the economy

    Published: 6/5/2024
13. A magical intermission; entertainment spending growth normalizes

    Published: 6/4/2024
14. Even as the cycle extends, some credit metrics improve

    Published: 5/23/2024
15. Inflation, technology and shifting realities for broadline/hardline retail

    Published: 5/6/2024
16. Software’s AI Opportunity Is Still Ahead

    Published: 4/23/2024
17. Pandemic debt maturities, higher rates make for busy convertible bond issuance

    Published: 4/23/2024
18. S&P earnings growth to bloom and broaden in 2024

    Published: 4/11/2024
19. Sticky inflation and strong labor market don’t imply acceleration of US economy

    Published: 4/3/2024
20. Wheels make the economy go ‘round; transports and the case for rails

    Published: 4/3/2024