Global Research Unlocked

58 Episodes

1. ESG is evolving, but not going away; new EU rules to have broad impact

   Published: 18/03/2024
2. Slowing the shrink; the impact and impetus behind a QT moderation

   Published: 26/02/2024
3. Merger Monday not yet ready to take over but expect M&A headlines in certain areas

   Published: 12/02/2024
4. Upward sloping natural gas price curve means gas equities likely to climb higher

   Published: 30/01/2024
5. Next episode of the growth narrative for streaming video companies

   Published: 12/01/2024
6. Our Outlook for 2024: Breadth in Rate Cuts and Markets

   Published: 03/01/2024
7. Water – An expensive problem with cheap solutions

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

   Published: 06/12/2023
9. A real boost to operating margins through artificial intelligence

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

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

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

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

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

    Published: 04/10/2023
15. Inflation means shopping around for gasoline and hedges

    Published: 21/09/2023
16. Welcoming inflation back to Japan

    Published: 14/09/2023
17. Lithium supply charges ahead, outpacing torque-y demand

    Published: 23/08/2023
18. Prepare for landing — Sky high international travel demand to normalize

    Published: 14/08/2023