Global Research Unlocked

59 Episodes

1. Rate hikes mostly kept these markets from emerging, but shifting cycle helps EM

   Published: 20/03/2024
2. ESG is evolving, but not going away; new EU rules to have broad impact

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

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

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

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

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

   Published: 3/01/2024
8. Water – An expensive problem with cheap solutions

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

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

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

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

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

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

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

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

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

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

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

    Published: 14/08/2023