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On the show
From 12 epsHosts
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Recent episodes
Conflict keeps midstream compelling, integrateds see a pipeline of cash
May 5, 2026
19m 04s
Policy Derby: Rates for the Roses
May 2, 2026
16m 42s
A changing Federal Reserve
Apr 27, 2026
24m 50s
Inflation markets
Apr 20, 2026
14m 55s
Asia’s defense awakening: Higher domestic spend, more exports
Apr 15, 2026
17m 51s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/5/26 | Conflict keeps midstream compelling, integrateds see a pipeline of cash✨ | energy supply chainsintegrated oil companies+4 | Jean Ann | Bank of AmericaBofA Global Research | USVenezuela+2 | energy stockscash flow generation+4 | — | 19m 04s | |
| 5/2/26 | Policy Derby: Rates for the Roses✨ | central banksmarket implications+3 | — | Federal ReserveBank of Canada+5 | — | central banksinterest rates+3 | — | 16m 42s | |
| 4/27/26 | A changing Federal Reserve✨ | Federal ReserveInflation+4 | Aditya BhaveMark Cabana+1 | Federal ReserveBank of America+1 | — | Federal Reserveinflation views+4 | — | 24m 50s | |
| 4/20/26 | Inflation markets✨ | inflation marketscommodity prices+5 | Mark CapletonMeghan Swiber | Bank of AmericaBofA Global Research+1 | — | inflationmarkets+5 | — | 14m 55s | |
| 4/15/26 | Asia’s defense awakening: Higher domestic spend, more exports✨ | defense spendingAsia+3 | — | South KoreaBank of America+1 | EuropeMiddle East | defenseSouth Korea+5 | — | 17m 51s | |
| 4/10/26 | Ceasefire, rates and the US consumer✨ | ceasefireUS consumer+3 | Bruno BraizinhaSophia Salim+1 | Bank of AmericaBofA Global Research | — | ceasefirerates+3 | — | 19m 22s | |
| 4/10/26 | No longer overbought, still advantaged; Emerging Markets✨ | Emerging MarketsCommodity Exposure+3 | David HaunerDavid Beker | Bank of AmericaBofA Global Research | Middle EastIran+4 | Emerging MarketsCommodity Exposure+5 | — | 20m 15s | |
| 4/6/26 | The war takes a toll on growth; but more on economic than earnings✨ | economic growthcorporate earnings+3 | Savita Subramanian | BofA Global ResearchBank of America+1 | — | equitiesS&P 500+5 | — | 11m 17s | |
| 3/27/26 | The Traders’ perspective✨ | tradingmarket liquidity+4 | — | BofA Global ResearchBank of America Corporation+2 | — | tradersmarket liquidity+4 | — | 20m 07s | |
| 3/23/26 | New payment tech unlikely to keep consumers from riding the rails✨ | payment technologycard networks+3 | Matt O'Neill | Bank of AmericaBofA Securities+1 | — | payment technologycard networks+3 | — | 26m 53s | |
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| 3/23/26 | US bank liquidity regulations✨ | US bank liquidity regulationsbank behaviour+4 | Ralph AxelKatie Craig+1 | Bank of AmericaBofA Global Research | — | US banksliquidity regulations+5 | — | 21m 43s | |
| 3/16/26 | Central bank trade-offs✨ | central banksinflation+4 | Bruno BraizinhaMark Cabana+1 | Bank of AmericaBofA Global Research | Iran | central banksinflation+4 | — | 22m 07s | |
| 3/11/26 | Fast tax refunds and slow payments prolong stimulus, esp for high-income | Lower tax payments shift stimulus later into 1H26 We're in the midst of tax season, and BAC data helps us track changes in refunds, payments, and the impact on spending. Refund growth is in the high single digits y/y, but lower tax payments bring total stimulus closer to the ~25% increase we had been expecting. Aditya Bhave explains how lower payments shift the timing of benefits, potentially extending the spending lift through much of the first half of 2026. There's also evidence that higher refunds and lower payments are boosting spend, with a modest inflection since early this year. Middle- and higher‑income consumers appear to benefit most. With much of the lift tied to higher SALT deductions, we examine whether SALT states such as NY, NJ, and CA are seeing stronger spending and how weather and past wildfires may be clouding the data. We finish with whether any further measures could support lower‑income consumers and what to expect from the incoming Fed Chair. 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. ©2026 Bank of America Corporation. All rights reserved. | 16m 21s | ||||||
| 3/11/26 | Falling bank multiples, elevated risks: AI, credit, and the macro | Banks confront renewed private credit and AI-driven risks Private credit has remained a persistent concern for banks, and recent events have brought those worries back into focus. At the same time, new fears around AI-driven competition and potential credit deterioration have weighed on the group. Ebrahim Poonawala joins us to discuss how management teams addressed these issues at the recent BofA Financials Conference, the potential defenses that banks have against AI disruption, and the ways AI could enhance efficiency. We also explore how much of this is now reflected in bank valuations, with many large regionals trading back to pre COVID P/E levels despite regulatory and cyclical tailwinds. While our US Economics team does not view a deteriorating macro backdrop as the base case, such a scenario would pose risks for valuation multiples and earnings. 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. ©2026 Bank of America Corporation. All rights reserved. | 26m 03s | ||||||
| 3/6/26 | US labor market call | Please join Ralf Preusser in conversation with Alex Cohen, Stephen Juneau and Meghan Swiber to discuss the US labor market. The US rate market continues to look for an anchor against the backdrop of the twin uncertainty shocks of AI and now Iran. Given developments in the Middle East it may seem backward looking to focus on payrolls, and retail sales. We disagree. Data remains of utmost importance in providing some signal about the underlying path that the US economy is taking after the shutdown. In driving risk asset performance, Friday's data may also matter more than usual for the FX market. Disclosure: 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. ©2026 Bank of America Corporation. All rights reserved. | 19m 46s | ||||||
| 3/4/26 | Global curve dynamics | Please join Ralf Preusser for a discussion on global curve dynamics with Meghan Swiber, Sphia Salim and Paul Ciana. We will explore the recent shift from steepening to flattening pressures and the possible reasons behind it across regions. We will also talk about the technicals and trade implications across US, UK and EUR rates. 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. ©2026 Bank of America Corporation. All rights reserved. | 18m 28s | ||||||
| 2/23/26 | Supply and demand in US bond markets | Please join Ralf Preusser in conversation with Yuri Seliger and Meghan Swiber to discuss supple and demand in US bond markets. Strong supply in credit has been well absorbed, helped by a significant reduction in risk delivery to the private sector by US Treasury. Inflows are robust, supported by attractive yields and until recently lower rate vol. We can also observe growing appetite to extend along the UST curve, in particular among domestic investors. 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. ©2026 Bank of America Corporation. All rights reserved. | 12m 28s | ||||||
| 2/13/26 | German fiscal & market implications | Please join Ralf Preusser for a discussion on the German outlook with Evelyn Herrmann, Sphia Salim and Michalis Rousakis. We will explore the view on the German fiscal implementation, its impact on the growth profile in 2026-27 and the challenges ahead. We will also present our EUR rate and German yield forecasts as well as our takeaways for the EURUSD outlook. Disclosure: 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. ©2026 Bank of America Corporation. All rights reserved. | 13m 49s | ||||||
| 2/12/26 | Emerging markets may be at the beginning of a multi-year run | Improving fundys, metals among reasons for EM optimism David Hauner argues that Emerging Markets (EM) remain a compelling opportunity, supported by favorable macro, valuation, and structural tailwinds. A weaker USD, low real US rates, and improving fundamentals across many EM economies echo past multi‑year periods of strong EM performance. After more than a decade of underallocation, global investors are beginning to return, though positioning remains well below historical norms. Metals‑producing countries are also benefiting from energy‑transition and AI‑driven demand. David also highlights risks around EM sentiment, the USD, and the Fed-currently supportive but vulnerable to higher inflation and tighter financial conditions. Even so, the improvements cited suggest selloffs are likely to attract dip buyers. 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. ©2026 Bank of America Corporation. All rights reserved. | 18m 47s | ||||||
| 2/9/26 | Cyclical rebound triggers rotation and rate risk; productivity placates | Cyclicals vs. Tech: Positioning for broadening growth Mark Cabana and Savita Subramanian discuss whether there's evidence of a cyclical upswing in economic data, and the extent to which that's impacting companies and stocks. They also delve into whether such improvement is even as positive as it would seem given it could result in higher long rates and a Fed that's less able to cut. It's important to note that our economics team expects more cuts from the Fed this year so an environment of no cuts is not our base case but it's useful to discuss the possibility. Mark explains the important role that productivity plays and how it can alleviate much of this rate risk. A combination of better growth and productivity improvements could be quite positive for certain parts of the market too and Savita offers why she doesn't think improvement is fully priced into the sectors and stocks that would benefit. We also discuss another potential risk to rates-US dollar weakness and whether Mark sees any evidence of de-dollarization that could lead to a treasury selloff. 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. ©2026 Bank of America Corporation. All rights reserved. | 23m 51s | ||||||
| 2/6/26 | The potential new Fed chair | Please join Ralf Preusser in discussion with Aditya Bhave and Mark Cabana to discuss the nomination of Kevin Warsh for Fed chair. We will analyse the implications for monetary policy, the outlook for the Fed's balance sheet and the market reaction in US Treasury markets to the announcement. We will also preview US data and review the quarterly refunding announcement. 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. ©2026 Bank of America Corporation. All rights reserved. | 18m 02s | ||||||
| 1/30/26 | FX, intervention risks and technicals | Please join Ralf Preusser in discussion with Paul Ciana, Alex Cohen and Adarsh Sinha. The team will address the rate checks in USDJPY and its impact on not just the yen but also the dollar. We will give thoughts on the effectiveness of FX interventions and lessons from the past. We will address the US government's FX policy and longer-term USD outlook, as well as the potential implications of the election in Japan. Finally, we do so against the background of key technical levels in FX crosses, rates and commodities 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. ©2026 Bank of America Corporation. All rights reserved. | 22m 26s | ||||||
| 1/23/26 | Friday Rates Update | Please join Sphia Salim for a discussion with Takayasu Kudo and Shusuke Yamada on Japanese developments this week, including the major long-end steepening. We will review the BoJ meeting, explore what the Feb 8th election, announced this week, could mean for Japanese fiscal policy and thereby the risks it presents for JGB yields, the curve and JPY. 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. ©2026 Bank of America Corporation. All rights reserved. | 14m 07s | ||||||
| 1/23/26 | Solving utility affordability doesn’t mean data center development goes dark | AI Fuels Power Growth, Politics Shape the Path As utilities enter 2026, the investment narrative evolves from a pure growth story to one defined by smarter positioning and selective opportunity. While AI‑driven power demand and data center expansion remain powerful secular tailwinds, political scrutiny about electricity affordability-especially in states with tightly contested elections-introduces complexity. Some state governments are addressing these concerns by designing data‑center tariffs that shift costs away from residential customers, ideally lowering consumer bills while unlocking economic development. In the opinion of BofA Global Research utilities analyst Ross Fowler, recent weakness in power stocks likely reflects rotation and a somewhat unfair association with AI spending risks in corners of the market rather than fading fundamentals. This has created some particularly attractive entry points. Utilities that balance growth, regulation, and reliability are well positioned to perform in this current market regime. As for the source of generation growth, different costs and profiles will mean various utilities will see growth, from solar and storage to nuclear. 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. ©2026 Bank of America Corporation. All rights reserved. | 26m 46s | ||||||
| 1/22/26 | Defense to throttle up on growth, why privates can coexist with primes | Takes from Defense Forum and Private Company Meetings US defense is in the midst of an upcycle, driven by an increasingly assertive policy stance, the potential for a step‑change in federal defense spending, and accelerating innovation across traditional and non‑traditional contractors. Earlier this month, Ron Epstein hosted discussions at the 18th BofA Global Research Defense Forum in New York, which underscored a bullish multi‑year outlook. U.S. spending could step higher in F27, some of that merely helping to match some European promises when it comes to spend as a percentage of GDP. This will require increased automation for defense companies, an investment theme in its own right. It may also come with more conditions and we discuss whether this could be a risk going forward. Another important topic in the industry is the many innovative private companies in the defense space. Ron discusses some of the areas of focus for these firms and how they can be complementary to defense primes. 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. ©2026 Bank of America Corporation. All rights reserved. | 25m 04s | ||||||
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Chart Positions
3 placements across 3 markets.
Chart Positions
3 placements across 3 markets.