Global Research Unlocked

55 Episodes

1. The AI evolution could become a revolution

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 4/3/2024
16. Geopolitical calm would help, until then Europe tied to cyclical shifts

    Published: 3/27/2024
17. Rate hikes mostly kept these markets from emerging, but shifting cycle helps EM

    Published: 3/20/2024
18. ESG is evolving, but not going away; new EU rules to have broad impact

    Published: 3/18/2024
19. Slowing the shrink; the impact and impetus behind a QT moderation

    Published: 2/26/2024
20. Merger Monday not yet ready to take over but expect M&A headlines in certain areas

    Published: 2/12/2024