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Global Research Unlocked  

Global Research Unlocked

Author: BofA Global Research

Listen and subscribe to Global Research Unlocked. A podcast from BofA Global Research. Nuanced insights that can help you chart the right path. Our industry-leading analysts discuss whats emerging from risks and opportunities to growth themes like AI and energy transition.
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Genres: Business, Investing

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German fiscal & market implications
Episode 179
Friday, 13 February, 2026

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.  

 

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