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Our Year Ahead views – points and counterpoints

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Manage episode 524703261 series 3354346
Content provided by BofA Global Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BofA Global Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Year ahead themes and where we could be wrong

Earlier this month, BofA Global Research published a note with 10 of the key views outlined in 2026 macro Year Ahead reports. This podcast features seven strategists and economists discussing certain of those themes and offering the primary risks to the views that they foresee. We start with our view on U.S. growth, where we're more bullish than consensus, then offer support for that optimism with a take on why we don't yet see an AI bubble. We then discuss our constructive outlook for emerging markets but our more muted view on the S&P 500. We offer our take on why it's important for policymakers to keep inflation down and what that means for bonds, share our official view on the 10Y and finish with what all of that means for U.S. housing.

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. ©2025 Bank of America Corporation. All rights reserved.

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27 episodes

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Manage episode 524703261 series 3354346
Content provided by BofA Global Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BofA Global Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Year ahead themes and where we could be wrong

Earlier this month, BofA Global Research published a note with 10 of the key views outlined in 2026 macro Year Ahead reports. This podcast features seven strategists and economists discussing certain of those themes and offering the primary risks to the views that they foresee. We start with our view on U.S. growth, where we're more bullish than consensus, then offer support for that optimism with a take on why we don't yet see an AI bubble. We then discuss our constructive outlook for emerging markets but our more muted view on the S&P 500. We offer our take on why it's important for policymakers to keep inflation down and what that means for bonds, share our official view on the 10Y and finish with what all of that means for U.S. housing.

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. ©2025 Bank of America Corporation. All rights reserved.

  continue reading

27 episodes

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