Global Research Unlocked

58 Episodes

1. Pleasant views from the Global Real Estate conference

   Published: 07/10/2024
2. Rate cuts are underway but home buyers await more

   Published: 04/10/2024
3. Rate cuts to boost some construction segments with a lag

   Published: 13/09/2024
4. The AI evolution could become a revolution

   Published: 04/09/2024
5. Normalizing consumption keeping inflation civil

   Published: 29/08/2024
6. Powerful demand for electricity meets towering supply

   Published: 14/08/2024
7. Bucket list checked, consumers back to viewing travel as discretionary

   Published: 02/08/2024
8. What did we learn from our Media in Montauk Conference?

   Published: 28/06/2024
9. As prices rise, consumers dig into leftovers, putting volumes in a deep freeze

   Published: 24/06/2024
10. Making sense of historic yen weakness, and its implications for the economy

    Published: 05/06/2024
11. A magical intermission; entertainment spending growth normalizes

    Published: 04/06/2024
12. Even as the cycle extends, some credit metrics improve

    Published: 23/05/2024
13. Inflation, technology and shifting realities for broadline/hardline retail

    Published: 06/05/2024
14. Software’s AI Opportunity Is Still Ahead

    Published: 23/04/2024
15. Pandemic debt maturities, higher rates make for busy convertible bond issuance

    Published: 23/04/2024
16. S&P earnings growth to bloom and broaden in 2024

    Published: 11/04/2024
17. Sticky inflation and strong labor market don’t imply acceleration of US economy

    Published: 03/04/2024
18. Wheels make the economy go ‘round; transports and the case for rails

    Published: 03/04/2024
19. Geopolitical calm would help, until then Europe tied to cyclical shifts

    Published: 27/03/2024
20. Rate hikes mostly kept these markets from emerging, but shifting cycle helps EM

    Published: 20/03/2024