Global Research Unlocked

60 Episodes

1. Geopolitical calm would help, until then Europe tied to cyclical shifts

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

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

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

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

   Published: 2/12/2024
6. Upward sloping natural gas price curve means gas equities likely to climb higher

   Published: 1/30/2024
7. Next episode of the growth narrative for streaming video companies

   Published: 1/12/2024
8. Our Outlook for 2024: Breadth in Rate Cuts and Markets

   Published: 1/3/2024
9. Water – An expensive problem with cheap solutions

   Published: 12/19/2023
10. Interrupting the cycle of high rates and higher deficits

    Published: 12/6/2023
11. A real boost to operating margins through artificial intelligence

    Published: 11/24/2023
12. The Bull Case for US Stocks

    Published: 11/10/2023
13. GLP-1s may save healthcare billions but could cost companies growth and revenues

    Published: 11/10/2023
14. The time to own Emerging Markets is not now, but it may be near

    Published: 10/27/2023
15. Future of EV charging depends on whether it’s done at the gym or beside I-95

    Published: 10/11/2023
16. Deleting the middle seat through aviation technology

    Published: 10/4/2023
17. Inflation means shopping around for gasoline and hedges

    Published: 9/21/2023
18. Welcoming inflation back to Japan

    Published: 9/14/2023
19. Lithium supply charges ahead, outpacing torque-y demand

    Published: 8/23/2023
20. Prepare for landing — Sky high international travel demand to normalize

    Published: 8/14/2023