Podcasts by Category
Listen to the NEW daily Bloomberg Intelligence podcast here: https://bit.ly/43hOc0r
- 258 - The NEW Bloomberg Intelligence Podcast
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:
on Apple: http://bit.ly/3YrBfOi
on Spotify: http://bit.ly/3SPPZ8F
Anywhere: http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.
Fri, 22 Mar 2024 - 257 - The NEW Bloomberg Intelligence Podcast
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:
on Apple: http://bit.ly/3YrBfOi
on Spotify: http://bit.ly/3SPPZ8F
Anywhere: http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.
Fri, 15 Mar 2024 - 256 - The NEW Bloomberg Intelligence Podcast
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:
on Apple: http://bit.ly/3YrBfOi
on Spotify: http://bit.ly/3SPPZ8F
Anywhere: http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.
Fri, 08 Mar 2024 - 255 - The NEW Bloomberg Intelligence Podcast
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:
on Apple: http://bit.ly/3YrBfOi
on Spotify: http://bit.ly/3SPPZ8F
Anywhere: http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.
Fri, 01 Mar 2024 - 254 - The NEW Bloomberg Intelligence Podcast
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:
on Apple: http://bit.ly/3YrBfOi
on Spotify: http://bit.ly/3SPPZ8F
Anywhere: http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.
Fri, 23 Feb 2024 - 253 - The NEW Bloomberg Intelligence Podcast
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:
on Apple: http://bit.ly/3YrBfOi
on Spotify: http://bit.ly/3SPPZ8F
Anywhere: http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.
Fri, 16 Feb 2024 - 252 - The NEW Bloomberg Intelligence Podcast
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:
on Apple: http://bit.ly/3YrBfOi
on Spotify: http://bit.ly/3SPPZ8F
Anywhere: http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.
Fri, 09 Feb 2024 - 251 - The NEW Bloomberg Intelligence Podcast
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:
on Apple: http://bit.ly/3YrBfOi
on Spotify: http://bit.ly/3SPPZ8F
Anywhere: http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.
Fri, 02 Feb 2024 - 250 - The NEW Bloomberg Intelligence Podcast
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:
on Apple: http://bit.ly/3YrBfOi
on Spotify: http://bit.ly/3SPPZ8F
Anywhere: http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.
Fri, 26 Jan 2024 - 249 - The NEW Bloomberg Intelligence Podcast
Bloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY:
on Apple: http://bit.ly/3YrBfOi
on Spotify: http://bit.ly/3SPPZ8F
Anywhere: http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.
Thu, 25 Jan 2024 - 248 - Bloomberg Intelligence: Energy Growth in 2024; Disney's Rebound
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their research and outlooks for 2024.
Bloomberg Intelligence's Top-10 Predictions for Europe in 2024 -- Will Hares break down three macroeconomic themes -- Energy Transition, Monetary Policy Easing and Technology Impact for Europe in 2024.
2024 Outlook: Global Solar Energy -- Rob Barnett on why demand for solar could soar in 2024.
Disney Eludes Media M&A Fracas With FCF, Resurgent Streaming -- Geetha Ranganathan on how Disney can its get mojo back this year
$126 Billion Risk for Big Bank Capital in Endgame -- Nathan Dean explains the major policy risks for large US investment banks.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Boomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscriber
See omnystudio.com/listener for privacy information.
Fri, 19 Jan 2024 - 247 - Introducing: The Bloomberg Daybreak Podcast
Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Subscribe to get the podcast by 6am Eastern every day.
On Apple: http://bit.ly/3DWYoAN
On Spotify: http://bit.ly/3jGRYiB
On YouTube: bit.ly/3NMqUKlSee omnystudio.com/listener for privacy information.
Thu, 18 Jan 2024 - 246 - Bloomberg Intelligence: AI in IT Spending; Outlooks
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their research and outlooks for 2024.
OPEC+ Cuts Poised to Extend, Deepen on Bleak Near-Term Outlook -- Salih Yilmaz explains the dynamics of output cuts through 2024 to support oil prices above $70 a barrel.
2024 Outlook: Global Asset Managers -- Alison Williams and Neil Sipes evaluate why the revenue outlook is aided by a recent asset revaluation.
2024 Outlook: Value Teed Up for Strong Long Drive, History Says -- Chris Cain gives his thoughts on the outlook and performance of factor investing strategies.
AI Infrastructure Outlays Seen Widening Throughout IT: BI Survey -- Anurag Rana lays out the multiple findings on a survey of chief investment officers.
2024 Outlook: North America Health-Care Tech, Distribution -- Jonathan Palmer explains how this could be a year of inflection for the industries.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Boomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
Fri, 12 Jan 2024 - 245 - Bloomberg Intelligence: Funds, Streaming, M&A
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024.
German Equities -- Tim Craighead says a region-leading earnings expansion, cyclical-growth exposure and a relatively low valuation offer a constructive outlook.Mutual Funds -- David Cohne says they aren't dead yet as ETFs grow, and lays out a few pockets of life.
Diversified Entertainment -- Geetha Ranganathan says the streaming wars may be over, but that the hard part -- profit -- is yet to come.
Mergers & Acquisitions -- Andrew Silverman lays out why he expects deal-making to return after one of the slowest years in decades.
E-Commerce -- Poonam Goyal says sales might improve in 2024 as trends normalize and the shift to online persists.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
Fri, 05 Jan 2024 - 244 - Bloomberg Intelligence: Home, Gaming, Airline 2024
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024.
US Homebuilding -- Drew Reading says the market will continue to grapple with historically low affordability.
US Airlines -- George Ferguson say airfares are starting to sag and may hurt profits as higher expenses -- notably labor -- temper results.
North America Electric Utilities -- Nikki Hsu says record spending and cost controls could fuel broad-based earnings growth.
Global Gaming -- Kevin Tsao says it could be another year of weakening consumer sentiment as players stick with the franchises they know well.
Mortgage-Backed Securities -- Erica Adelberg says they could get a boost from a shift to less restrictive Fed monetary policy if the economy slows and interest rates rally.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
Fri, 29 Dec 2023 - 243 - Bloomberg Intelligence: Stocks, Drugs, Banks 2024
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024.
European Equities Market -- Tim Craighead lays out the cases for stocks across the continent.
US, European Pharmaceuticals -- John Murphy says obesity will remain a focus as Lilly and Novo Nordisk top the growth charts next year and beyond.Canada Banks -- Paul Gulberg says banks such as TD and RBC are girding for economic and credit-quality challenges consistent with a soft economic landing.
North America Consumer Hardlines -- Lindsay Dutch explains how demand for new products may be improving after a strong pullback since 2H22.
North America Telecommunications -- John Butler lays out the many factors that may limit growth, including stiff competition from cable.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
Fri, 22 Dec 2023 - 242 - Bloomberg Intelligence: Amazon's Just Getting Started
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
Deep Dive: Amazon's Unappreciated Profit Story Is Just Beginning -- In separate segments, Anurag Rana, Poonam Goyal, Jennifer Rie and Matt Schettenhelm lay out why Amazon still has plenty of room to grow in the cloud and retail, and the antitrust and regulatory challenges.
Want to WFH? London Offers More Flexibility vs. Paris -- Sue Munden says the quest for talent in a tight labor market may explain why London-based employers are more amenable to flexible working than Parisian peers.
Deep Dive: EU, UK Equity Markets Seek Stability Amid Turmoil -- Larry Tabb explains the changes roiling financial markets.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.
See omnystudio.com/listener for privacy information.
Fri, 15 Dec 2023 - 241 - Bloomberg Intelligence: Airlines, Hardware, Insurers
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024:
Europe Airlines -- Conroy Gaynor explains why the scope for earnings upgrades is more limited in 2024 versus a bumper 2023.North America Industrials -- Karen Ubelhart says demand could soften as some markets, particularly consumer-related, remain muted and some construction sectors decline.
Global Computer Hardware and Storage -- Woo Jin Ho says the group is in the early stages of an earnings growth cycle after bottoming in 2023.Deep Dive: Private Capital Can Reap Billions More in Fees -- Paul Gulberg lays out the group's plans to reap an additional $22 billion in annual fees.
North American Life Insurance -- Jeff Flynn explains how the jump in interest rates has created the best fundamental backdrop for the group in years.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
Fri, 08 Dec 2023 - 240 - Bloomberg Intelligence: ETF, E&Ps, Luxury Outlooks
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024:
Global Luxury Goods -- Deborah Aitken explains why it could be a year of two very different halves for the industry.
US Crude Oil E&Ps -- Vincent Piazza says tempered volume growth and capital discipline could still support better free cash flow.
European Credit Strategy -- Mahesh Bhimalingam lays out the state of play and what is shaping the trends.
US ETFs -- Eric Balchunas lays out why ETFs are set to emerge as the dominant investment vehicle of the 21st century.
Carbon Metrics Keep ESG Funds From Tapping Materials’ Potential -- Shaheen Contractor explains why industries with a high-carbon intensity like cement and steel are less likely to be included in funds.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.
See omnystudio.com/listener for privacy information.
Fri, 01 Dec 2023 - 239 - 2024 Outlooks: US Equities; Banking; Internet
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024:
European Banks -- Lento Tang says profitability and capital strength at decade-plus highs and below-normal cost of risk aren't reflected in sentiment.
US Regional Banks -- Herman Chan lays out the headwinds in higher funding costs, muted lending, tougher regulation and weakening credit quality.
North America Packaged Food -- Jennifer Bartashus says top-line and earnings growth could be more modest as the industry rebalances price and volume.
Global Internet -- Mandeep Singh says pressure will come from lower brand-ad spending, with any contribution from generative AI likely small anytime soon.
US Equities -- Gina Martin Adams says a second dip in the US economy is likely underway and could complicate parts of the S&P 500 that largely avoided the 2022 slump.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.See omnystudio.com/listener for privacy information.
Fri, 24 Nov 2023 - 238 - AI's $1 Trillion Rocket Boost; Treasury '24 Rally
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
C-Suite, Markets Tune Out ESG Noise, 85% Boost Plans -- Adeline Diab says a survey of executives and investors shows how they apply ESG amid the questions.
AI and Autos to Accelerate Shift in Semiconductor Demand -- Kunjan Sobhani lays out the changes that could yield a $1 trillion market.
Treasuries Set Up for 2024 Double-Digit Rally -- Ira Jersey gives his outlook for next year.
Autos' $15 Billion Revenue Uptick Lacks Catalysts Beyond 2024 -- Kevin Tynan explains why the good times may be over for automakers.
Municipal Governments May Need to Raise Their Own Climate Funds -- Andrew John Stevenson lays out the local impact of the US cuts in climate spending.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.See omnystudio.com/listener for privacy information.
Fri, 17 Nov 2023 - 237 - Introducing: Bloomberg Hot Pursuit!
Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders.
If you like this episode, download more and subscribe on Apple, Spotifyor anywhere you get your podcasts.
Apple: http://apple.co/4935eTf
Spotify: http://spoti.fi/3MaWkJT
Anywhere: http://bit.ly/3QqrPC2See omnystudio.com/listener for privacy information.
Sun, 12 Nov 2023 - 236 - Tesla Lights Up Charging; Wind-Turbines Churning
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
Navigating Euro Bull View as Positive Catalysts Soon Into Focus -- Audrey Childe-Freeman says supportive euro and euro-dollar price action is coming into place.
Tesla Hard Charging Nudges ChargePoint, Blink, EVgo to Oblivion -- Andreas Krohn explains why Elon Musk's charging plan is proving tough to beat.
15-Year Mortgage Resilience Levels Field vs. 30-Years in October -- Erica Adelberg lays out the current state of play for mortgage-backed securities.
Vestas, Peers' Offshore Woes Won't Derail Sales Acceleration -- Rob Barnett says wind-turbine sales can still rise in the double digits even with high profile cancellations.
Can Banks Achieve Net Zero? That's the $268 Billion Question -- Eric Kane says NatWest and Nordea earned the highest BI Carbon scores among 54 banks.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.
See omnystudio.com/listener for privacy information.
Fri, 10 Nov 2023 - 235 - Magnificent Seven Ranked; Surprises for Stocks in Earnings
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
EU Resilient Margin, 3Q EPS Not Enough to Calm Investors Angst -- Tim Craighead explains why stocks are dropping even with better-than-expected margins.
Earnings Stronger Than Feared, Pacing 2% Gain to End Drought -- Gina Martin Adams lays out the meaning of the unexpected rise in profits.
Tesla Supply Chain Can Dodge China's Natural Graphite Salvo -- Steve Man ways Tesla may be the US automaker most immune to restrictions of a battery material.
America Is Helping Make Europe Land of the Cheap (for ETFs) -- Athanasios Psarofagis says US ETF issuers are making a move into Europe with low fees.
Magnificent Seven No Monolith as Apple Leads, Tesla, Amazon Lag -- Chris Cain talks about the wide differences between the Big Tech stocks that have led the market.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.See omnystudio.com/listener for privacy information.
Fri, 03 Nov 2023 - 234 - Copper's Supply and Demand Surge; Bank Card Fees
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
Miners Defy Iron Ore, Met Coal Buoyancy as Consensus Capitulates -- Alon Olsha explains why mining stocks aren’t buying into the stubborn strength of iron ore and metallurgical coal markets.
Deep Dive: Copper’s Fast-Rising Supply Gives Way to Demand Surge -- Grant Sporre lays out the longer-term forces changing the industry.
Big Banks’ Capital Levels Readied for 19% Boost by New Fed Rule -- Nathan Dean outlines what’s at stake for bank capital levels if regulators’ so-called Basel III endgame proposal is implemented.
Water Is Critical for Beverages, Affecting Production and Profit -- Gail Glazerman explains the implications for beverage companies from climate change.
Canadian Banks Have Levers to Address Rising CRE-Loan Risk -- Paul Gulberg looks at the risks from commercial real estate, especially in office loans and US exposure.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.
See omnystudio.com/listener for privacy information.
Fri, 27 Oct 2023 - 233 - Yield Curve Pancaking Impact; Bank TLAC Deficits?
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
X Draws DSA Heat, But Other Social Media Platforms on Notice Too -- Tamlin Bason says objectionable content following Hamas’ attack will reveal how aggressively EU regulators will wield new enforcement powers.
Alternative-Assets Fundraising Slips, Yet Private Credit Robust -- Paul Gulberg says private capital fundraising is on track to finish this year 20% below 2022, exceeding forecasts for a single-digit drop.
Fed to Put JPMorgan, Wells Fargo’s TLAC Surpluses at Risk -- Arnold Kakuda explains why their bail-in debt surpluses may turn into deficits.
Grocery E-Commerce Profit Could Hinge on Bespoke Ads Off Data -- Diana Rosero-Pena lays out changes that might lift unprofitable grocery operations.
Yield Curve Pancakes Before Steepening as Tightening Hits Growth -- Ira Jersey explains the impact of the market finally pricing for extended tight monetary conditions.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.
See omnystudio.com/listener for privacy information.
Fri, 20 Oct 2023 - 232 - Stagnant iPhone Sales? Napa's Winemaking M&A Bounty
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discusses the findings and impacts of their research:
Few Reasons to Push Pound Bears Off Their Ledge Now -- Audrey Childe-Freeman lays her outlook after the pound's dramatic change in fortunes.
Apple iPhone 15 Unit Sales Likely to Stagnate in US -- Anurag Rana says while unit sales may flatten, revenue could hold up demand for higher-priced phones.
A Napa Valley $55 Billion M&A Harvest as Founding Vintners Age -- Andrew Silverman says retirements of the region's founding vintners will reap a record crop of deals.
Three Certainties in Life: Death, Taxes and Vanguard ETF Inflows -- Eric Balchunas explains whether the giant can dominate even more.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.See omnystudio.com/listener for privacy information.
Sat, 14 Oct 2023 - 231 - AI's Trillion-Dollar Market; Auto Profits Diverge
In this week’s edition of the Bloomberg podcast, a Bloomberg Intelligence analyst discusses the findings and impacts of his research:
Peak Oil Demand Delayed, Energy Transition to Slow -- Salih Yilmaz lays out the results of a survey anticipating delays in peak oil demand and electric-vehicle adoption.
Boeing 2024 Outlook: Maximizing Recovery With Deliveries -- George Ferguson says the 737 Max is the key to Boeing’s turnaround.
Deep Dive: Global Auto Profits Split; China Gains as EU, US Fall -- Steve Man lays out the diverging paths for the world's automakers as EVs change the game.
Deep Dive: Sizing Generative AI's Trillion-Dollar Market -- Mandeep Singh digs into how AI will ripple through every segment of the technology sector.
Regional Banks’ Book Values — Herman Chan breaks down the numbers
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.
See omnystudio.com/listener for privacy information.
Fri, 06 Oct 2023 - 230 - Changing Trends for Banks Both Small and Regional
In this week’s special edition of the Bloomberg podcast, a Bloomberg Intelligence analyst discusses the findings and impacts of his research:
Higher for Longer Has Regional Banks Craving Interest-Rate Cuts -- Herman Chan warns about the changing trends for smaller banks and implications for the regional banks.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.See omnystudio.com/listener for privacy information.
Fri, 29 Sep 2023 - 229 - Banking's New Burdens; Ford's Search for Next Step
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
HSBC $40 Billion-Plus Scope for Returns Overlooked -- Tomasz Noetzel explains how HSBC's scope to return capital, especially through buybacks, is under-appreciated.
Regional Banks' Regulatory Burden Rises, But Appears Manageable -- Herman Chan lays out how proposed rules on capital and long-term debt will be tougher on big banks than regionals.
Crop-Price Ratios Signal Fertilizer Sales Surge for Nutrien, CF -- Alexis Maxwell shows how fertilizer-to-crop price ratios suggest demand should rebound.
Ford's Search for the Next Big Profit Producer -- Kevin Tynan explains how Ford is looking to find profits as money-losing EVs expand away from its traditional trucks and SUVs.
Private Credit's $22 Billion Potential for Carving Out New Fees -- Paul Gulberg examines the growing opportunities in lending and asset-based finance.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.See omnystudio.com/listener for privacy information.
Fri, 22 Sep 2023 - 228 - $2.55 Trillion in US E-Commerce; AI vs. Cloud
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
US E-Commerce Heads to $2.55 Trillion as Amazon Gets Company -- Poonam Goyal lays out how e-commerce could make up 33% of retail sales by 2027 from 25% today.
EU Appetite for Regulating Big Tech Shows No Signs of Easing -- Tamlin Bason explains the potential impacts of the continuing regulatory push.
AI Chips, Hardware Pivotal vs. Cloud, Cybersecurity, Metaverse -- Breanne Dougherty explains the distinct differences in these groups and their returns.
UAW-GM 2019 Strike History Points to 17% Drop in Steel Prices -- Richard Bourke points out which steelmakers are most at risk in a strike.
AIG’s Exposure to Airplanes Trapped in Russia Likely Manageable -- Matthew Palazola says while insurers face billions in potential losses, AIG doesn’t.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.
See omnystudio.com/listener for privacy information.
Fri, 15 Sep 2023 - 227 - INTRODUCING: Bloomberg News Now
Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.
Listen and Subscribe on:
Apple: apple.co/3Eyz9EX
Spotify: spoti.fi/45IG5LR
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Tue, 12 Sep 2023 - 226 - Obesity Drug Access Wanting; Banking Clarity
Obesity Doctors Envisage More Access; Hurdles Persist -- Michael Shah talks about the findings from his survey of 100 doctors about the biggest weight-loss drugs.
Canada Banks Might Need Charges to Boost Leverage -- Paul Gulberg explains why the banks may build additional loan provisions and face other challenges.
Regional Banks Find Clarity as Debt, Capital Rules Unveiled -- Herman Chan says tougher regulations regarding capital and long-term debt look manageable.
Aldi Aims to Be Bigger Contender in Battle for US Grocery Share -- Jen Bartashus says Aldi's deal for Winn-Dixie and Harveys supermarkets will compete with Publix, Walmart and Kroger.
It's Up to Meta and Alphabet to Keep Communications Rolling -- Michael Casper lays out the challenges for this top-performing sector.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.
See omnystudio.com/listener for privacy information.
Fri, 08 Sep 2023 - 225 - One Fund Beats Mighty QQQ; Bitcoin ETF Odds Jump
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
QQQ Is Tough to Beat; Baron Alone Did It Over 5, 10, 15 Years -- David Cohne says only one equity fund -- the Baron Partners Fund -- has outperformed the massive QQQ ETF.
Spot Bitcoin ETF Odds Jump After SEC's Decisive Court Loss -- James Seyffart explains why the chances of approvals are jumping and almost a certain call by next year.
Loan Default Rate Stays at 0.5% and Junk at 0.2% for Two Months -- Mahesh Bhimalingam gives the state of play for leveraged loans and high-yield bonds.
Interest Rates Boost Appeal of Older Airbus A320s, Boeing 737s -- George Ferguson explains the reasons behind the shift to older aircraft and the implications.
Drought, Fines and Labor Pressure Profits: ESG Dollars & Cents -- Gail Glazerman shows how ESG developments are hitting the bottom line across industries.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.See omnystudio.com/listener for privacy information.
Fri, 01 Sep 2023 - 224 - Disney's Stream Dream; $200 Billion Bank Deficit
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
Companies on 2H CEO Pay Watchlist Face Stronger Scrutiny -- Andrius Tilvikas examines Stoxx 600 companies where executive pay doesn’t align with shareholder interests. Copper Green-Power Demand Set to Double in Decade of Buildouts -- Grant Sporre lays out the effects of energy security and decarbonization. Disney Keeps Stream Dream Alive, Set to Surge Past Estimates -- Geetha Ranganathan explains how streaming could bring in revenue double what Wall Street expects. Hurricane Hilary’s Record Rain Unlikely to Feed Big Insured Loss and Maui Fires Pose Insurer Risk in Single-Digit Billions of Dollars -- Matthew Palazola looks at the effects to two natural disasters on insurers. Regional Banks’ $157 Billion TLAC Deficit May Rise With Endgame -- Arnold Kakuda explains how the potential shortfall could rise to about $200 billion.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.
See omnystudio.com/listener for privacy information.
Fri, 25 Aug 2023 - 223 - Microsoft's Lift From AI; Energy Drinks Jazzed Up
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
Italy Tax Clarification May Recoup Some Losses, But Risks Linger -- Lento Tang discusses the impact of the new ceiling on windfall taxes.
Falling Mortgage Prepayments Hint That Homeowners Are Stuck -- Erica Adelberg explains the impact on the mortgage market as fewer homeowners relocate.
Energy Drinks Help Extend US Beverages’ 2Q Blowout -- Kenneth Shea says more gains may be in store as the energy-drink market gets charged up.
Arista’s AI Cloud Engine Just Getting Revved Up, Raising Outlook -- Woo Jin Ho lays out the potential impact of AI’s growth on sales and earnings.
Microsoft Could See $5 Billion Sales Bump From AI-Based Copilots -- Anurag Rana projects the potential as the company adds AI across its products.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.
See omnystudio.com/listener for privacy information.
Fri, 18 Aug 2023 - 222 - Amazon Breakup? Not Anytime Soon; 'Manic' Stocks
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
Kering's Valentino Swoop Is a Great Fit at a Decent Price and LVMH Offsets Lighter US With High End, China -- Deborah Aitken explores recent moves in luxury goods.
Netflix’s New Black Is Free Cash Flow on Likely 5x Surge by 2025 -- Geetha Ranganathan explains why cash flow could be five times higher than 2022 and 9% above consensus.
`Manic' Stage Signal Greedy Market's Summer Slowdown and Market's Breakout Star to Watch? Industrials May Reveal a Clue -- Gina Martin Adams gives her outlook for stocks.
Amazon Breakup a Long Shot as FTC Antitrust Suit May Go On Years -- Jennifer Rie says any FTC action would be a steep uphill climb for the Biden administration and likely take years.
Biden's Plan Flashes Red Light on Spinoffs, a $960 Billion Tool -- Andrew Silverman explains the impact of a little-noticed Biden proposal for taxing spinoffs.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.
See omnystudio.com/listener for privacy information.
Fri, 11 Aug 2023 - 221 - How Homebuyers Cope With Rates; Rebound for PCs?
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
UK Homebuyers Sacrifice to Cope With Surging Rates: BI Survey -- Iwona Hovenko explains how buyers are adjusting to the highest rates since at least 2010.
Rebound for PCs? Not Yet, But Soon. Dell, HP Finally Steadying -- Woo Jin Ho says the market should finally stabilize in the second half as Dell, Lenovo and HP move past an inventory glut.
Walmart or Target: Who Fared Best During Amazon Prime Day Fight? -- Jennifer Bartashus dissects the competition during the big sales week.
Dish's Amazon Deal May Yield a Needed Lift to Wireless and Telecoms Potentially Face $43 Billion in Lead-Cable Cleanup Cost -- John Butler examines some of the big trends for telecommunications.
Treasury Auction Sizes to Climb to Fund Grow Amid $1.5 Trillion Deficits -- Ira Jersey gives his forecasts for debt issuance and trends.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.
See omnystudio.com/listener for privacy information.
Fri, 04 Aug 2023 - 220 - $500 Billion Climate Cost; Buffett's Florida Bet
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
Rising Wheat Prices May Harm European Foodmakers Eventually -- Duncan Fox says wheat may remain volatile in light of attacks on Ukraine's ports.
Intel's Competitive Challenges Intensify as AMD Takes Share -- Kunjan Sobhani explains the many threats to the computer chipmaker.
PepsiCo Can Augment Growth by Munching on Adjacent Snack Market -- Kenneth Shea says the time is right to push into snacks beyond its market-dominating chips and puffs.
Climate Change Costs US $500 Billion, Maybe More -- Andrew John Stevenson explains the economic impact that runs about 2% of GDP.
Berkshire’s Calculated Florida Reinsurance Bet Worth Billions -- Matthew Palazola lays out why the move makes its earnings the most vulnerable to a large hurricane.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 28 Jul 2023 - 219 - Midyear Outlooks: Investment Banking, E-Commerce
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries for the rest of 2023:
Container Shipping’s 85% Rate Plunge Hits Rock Bottom? Maybe Not -- Stephane Kovatchev explains why rates still have room to sink further.
Midyear Outlook: Global Specialty Chemicals -- Sean Gilmartin says volume will remain a pain point as economies in key regions weaken.
Midyear Outlook: Global E-Commerce -- Poonam Goyal says sales might stay mixed as stores take back share and economic uncertainty lingers.
Diabetes Tech Sidesteps Syringes With $11 Billion CGM Sales Path -- Matt Henriksson lays out the opportunities in the transition to constant glucose monitors from finger sticks.
Midyear Outlook: Global Investment Banks -- Alison Williams says recession worries will linger for the stocks.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.See omnystudio.com/listener for privacy information.
Fri, 21 Jul 2023 - 218 - Midyear Outlook: Semiconductors, Credit, Retail
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries for the rest of 2023:
Credit Outlook and High Yield 3Q Investor Survey -- Mahesh Bhimalingam lays out why investor views have shifted positive on high yield returns.
North America Telecommunications -- John Butler says rising competition, pricing pressure, tough comparisons and a choppy economy will limit growth.
Global Semiconductor Sector -- Kunjan Sobhani explains how the industry’s seeming recovery could get another boost from artificial intelligence.
North America Retail Staples -- Jennifer Bartashus says higher costs for labor and products will keep the focus on retailer margins.
Global Communications and Data Networking Equipment -- Woo Jin Ho expects market fundamentals and demand dynamics to outweigh strong sales and earnings execution.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.
See omnystudio.com/listener for privacy information.
Fri, 14 Jul 2023 - 217 - Midyear Outlook: Top Focus Ideas, Munis, Internet
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their top ideas for 3Q and what will shape the outlook for investment strategies and industries for the rest of 2023:
10 Focus Ideas to Watch for 3Q -- Tim Craighead lays out the companies where our analysts have differentiated fundamental views.
North America Electrical Equipment -- Mustafa Okur explains why the second half may get tougher after a strong first quarter.
US Municipal Credit -- Eric Kazatsky looks at muni opportunities amid a higher yield environment.
Global Life-Science Technology -- Jonathan Palmer says the industry appears fragile by historical standards amid the slowdown in biopharma.
Global Internet Policy -- Matthew Schettenhelm and Jennifer Rie lay out the antitrust issues as well as potential AI and data privacy regulations.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.See omnystudio.com/listener for privacy information.
Fri, 07 Jul 2023 - 216 - Midyear Outlook: US Equities, Software, Housing
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries for the rest of 2023:
European P&C Insurance -- Kevin Ryan explains why insurers likely won't be able to increase rates enough to fully offset rising expenses for claims.
Global Application Software and Global IT Services-- Anurag Rana says AI hype won't be enough to overcome slowing growth as companies cut IT spending.
North American Biopharmaceuticals -- Ann-Hunter Van Kirk says well-capitalized pipelines separate those drugmakers that may require cash infusions amid elevated interest rates.
US Homebuilding -- Drew Reading lays out why homebuilders are uniquely positioned to navigate a challenging market.
US Equities -- Gina Martin Adams says corporate earnings will likely dig out of their recession to begin a cyclical recovery.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.See omnystudio.com/listener for privacy information.
Fri, 30 Jun 2023 - 215 - $44 Billion Obesity Battle; More Midyear Outlooks
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their research and what will shape the outlook for investment strategies and industries for the rest of 2023:
Anti-Obesity Drugs: Novo Nordisk, Eli Lilly in Powerhouse Battle -- Michael Shah examines the potential $44 billion market for obesity drugs.
Global Market Structure -- Larry Tabb looks at the split between Wall Street and individuals on proposed changes to the market's structure.
Global Computer Hardware and Storage -- Woo Jin Ho says the worst may be behind the computer hardware industry.
Global Gaming -- Brian Egger looks at the casino industry's solid win growth and narrowing online losses.
Sterling's Bullish View Has Room to Run Further; Stay Pragmatic -- Audrey Childe-Freeman explains why sterling bulls are in charge.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.
See omnystudio.com/listener for privacy information.
Fri, 23 Jun 2023 - 214 - NEW PODCAST: The Circuit with Emily Chang
In her new podcast, Bloomberg journalist Emily Chang sits down for intimate interviews with the biggest names at the intersection of tech, business, entertainment and culture. Join her every Thursday for a behind-the-scenes look at the most exciting and influential trends, and the big personalities behind them.
Listen & Subscribe:
Apple: apple.co/3NzkJda
Spotify: spoti.fi/3Picljp
Anywhere: bit.ly/3PiDrqKSee omnystudio.com/listener for privacy information.
Sun, 18 Jun 2023 - 213 - Midyear Outlook: Internet, Regional Banks, REITs
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries for the rest of 2023:
US Regional Banks -- Herman Chan says regional lenders are operating with a defensive mindset after recent bank failures.
Retail REITs -- Lindsay Dutch explains why the divide in demand for retail real estate could be more pronounced in 2023-24.
North American Hospitals and Managed Care -- Glen Losev looks at what's shaping two big parts of health care.
Global Internet Sector -- Mandeep Singh says generative AI could be a catalyst for both higher engagement and ad targeting.
Europe's Gas-Price Lull Won't Outlast Asian LNG-Demand Rebound -- Patricio Alvarez looks at the effect of rebounding Asian demand.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
Fri, 16 Jun 2023 - 212 - NEW PODCAST: Bloomberg Talks
Get today’s top interviews from Bloomberg News on the NEW Bloomberg Talks podcast.
On Apple: apple.co/45Oio52
On Spotify: spoti.fi/3NdBTM7
On Stitcher: bit.ly/45MmtGW
Anywhere: bit.ly/3oODwaOSee omnystudio.com/listener for privacy information.
Sun, 11 Jun 2023 - 211 - Midyear Outlook: Autos, Rates, Crypto Policy
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries for the rest of 2023:
Europe Autos -- Michael Dean says reduced consumer confidence and rising interest rates point to fewer orders and declining prices.
US Rates Strategy -- Ira Jersey sees the yield curve steepening aggressively before year-end and may remain inverted until next year.
North American Auto Manufacturing -- Kevin Tynan says US automakers are keeping production well shy of the cyclical peak.
North America Railroads -- Lee Klaskow explains why earnings growth may have to wait until next year.
Global Crypto Policy -- Nathan Dean explains how US crypto policy favors stablecoins and decentralized tokens like Bitcoin.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI <GO>.
See omnystudio.com/listener for privacy information.
Fri, 09 Jun 2023 - 210 - AI's $1.3 Trillion Opportunity; Earnings Recovery?
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
BNP to UniCredit, €130 Billion Revenue Upgrades Risk 2H Unwind -- Philip Richards explains how the risk for revenues could reverse as policy rates peak.
Unsynchronized Earnings Recession Already Shows Recovery Signs -- Gina Martin Adams lays out what could pull large caps out of their recession.
Large-Ag Cycle Peak Approaches for Deere, CNH and AGCO in 2024 -- Christopher Ciolino explains the risks as this cycle nears a top.
Generative AI Races Toward $1.3 Trillion in Revenue by 2032 -- Mandeep Singh says revenue may grow at a compound annual rate of roughly 42%.
US Chips Act to Advance Onshoring But the Course Ahead Is Long -- Kunjan Sobhani says will take years untangle from a heavy reliance on Asia.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.
Fri, 02 Jun 2023 - 209 - Gen Z Likes ChatGPT But Won't Pay; Bank Loan Pain
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
UK Housing Pulse: Recovery Firms Up, More Hikes a Risk -- Iwona Hovenko says the continued recovery means a crash may be avoided.
Midyear Outlook: US Cable and Satellite -- Geetha Ranganathan says the wall of worry surrounding a recent broadband slowdown could prove insurmountable.
ChatGPT Is Big With Gen Z, But They Won't Pay for It -- Mandeep Singh explains that while consumers say ChatGPT beats Google search, most aren't willing to pay much.
Credit Pain Yet to Emerge But Losses Loom for Regional Banks -- Herman Chan says tightening conditions and slower economic activity may mean higher loan losses.
Stripe, Adyen Pit Tech Against Global Payments, Fiserv's Scale -- Diksha Gera says technology-savvy payment processors pose risks to the three traditional leaders.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Thu, 25 May 2023 - 208 - Shoppers Recoil at Food Prices; What's Fed to Do?
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
Pessimism Over Vodafone Fundamentals Looks Overdone -- Erhan Gurses explains why Vodafone could deliver a faster-than-expected turnaround in Europe. Consumers Recoil as Packaged-Food Prices Rise 9.6% -- Jennifer Bartashus says producers may have to spend more on promotion and innovation as prices surge. Livent-Allkem Charges Up Lithium M&A Amid Battery-Demand Boom -- Sean Gilmartin says the deal may be the clearest sign yet that lithium M&A has arrived. Fed Squashing 2023 Rate-Cut Bets Can Be as Good as a Hike or Two -- Ira Jersey says the Fed can raise rates or talk the market out of pricing for cuts before 2024. Collapse in Used-Truck Values Compounds 2H Risks; Ag Resilient -- Christopher Ciolino explains why the price declines may continue and the impact.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
Fri, 19 May 2023 - 207 - PC Bottom in Sight? How EU Hurts Gene Drug Sales
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
Kenvue Faces Margin Test Post $41.6 Billion IPO -- Diana Gomes looks at the challenges facing the newly public company out of Johnson & Johnson.
EBay Looks Toward Rising Take Rate for Revenue Push -- Poonam Goyal lays out the potential for a key metric for the company.
PC Bottom in Sight for Dell, HP, Lenovo as AMD, Intel Hold Fast -- Woo Jin Ho explains why the shrinking PC market should bottom out by midyear.
EU Payment Fight Could Cut 40% From Gene Therapy Sales -- Ann-Hunter Van Kirk looks at the impact of EU regulators resisting high drug prices.
New-Home Demand Rebuilds as Battered Markets Lead Broad Rebound -- Drew Reading explains the improving state of sales across the country.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 12 May 2023 - 206 - Apple, Samsung Phone Rebound? Amazon's Grocery Wait
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
Apple, Samsung, Chinese Vendors Await 2H Smartphone Rebound -- Woo Jin Ho lays out the catalysts for a rebound later this year and a stronger 2024 recovery.
Amazon’s Grocery Ambitions Face Long Odds Against Rooted Rivals -- Jennifer Bartashus explains why prospects for winning a dominant share in grocery any time soon look daunting.
Cliffs Executes Strategy, Task May Be Too Tough -- Richard Bourke says its legacy of integrated blast-furnace steelmaking puts it at too big of a handicap.
CLO Flow Solid But Bond-Heavy as Arbitrage Drops, Quality Rises -- Mahesh Bhimalingam lays out the state of play for the CLO market.
US Is a Costly Land of Opportunity for Canadian Wealth Managers -- Ethan Kaye explains why the managers are paying up to buy their way into the US market.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.
Fri, 05 May 2023 - 205 - Debt-Ceiling Outlook; Energy Elephant in the Room
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
Debt Ceiling Breach Likely Avoided, But Angst Coming -- Nathan Dean explains what Bloomberg customers expect from the debt-ceiling fight.
T-Bills Outstanding to Climb on Debt-Limit Deal, Coupons Stable -- Ira Jersey says Treasury bills outstanding could jump by over $500 billion.
429 Million-Ton Elephant in the Room for US Oil and Gas -- Andrew John Stevenson explains the underreporting of methane emissions by oil and gas companies.
Remote Work May Keep Prime European Offices Prone to Distress -- Sue Munden lays out why REIT defenses may not be enough.
Wobbling Dollar's Next Leg Lower Might Be Just Getting Started -- Audrey Childe-Freeman says dollar bears are back in charge.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. .See omnystudio.com/listener for privacy information.
Fri, 28 Apr 2023 - 204 - EV Production Outruns Demand; Earnings Ugly or Good
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
1Q Results to Shed Light on Margin Flex, CRE Risk, China Boost -- Laurent Douillet explains why this could be another better-than-expected earnings season for Europe.
Earnings for 1Q Could Mark Recession's Approaching Bottom -- In the US, Gina Martin Adams says an expected ugly earnings season may mark the low point.
Intuitive's Robotic Expansion Could Exceed Consensus: BI Focus -- Matthew Henriksson explains how Intuitive Surgical can extend for its momentum.
Software Settles Into Slower Growth, Compounded by Bank Crisis -- Niraj Patel explains why app-software makers' 2023 sales estimates may get pared.
EV Production Outpacing Demand Replays Age-Old Automaker Problem -- Kevin Tynan looks at the market's dynamics and why Lucid and Rivian lose more than $200,000 on every EV they sell.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 21 Apr 2023 - 203 - European Big City Office Risks; Small Cap Advantage
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
Europe's Offices Eye Same Fate as NYC If Values Drop, Rates Rise -- Sue Munden sees the potential for widespread distress to loans financing major European city offices.
When Picking Stocks, ESG Funds Put 'E' First, Pass on S & G Risk -- Shaheen Contractor says environmental factors play the biggest role in US ESG fund stock selection.
Small Caps Have Valuation Advantage, But Waiting on a Catalyst -- Michael Casper says while the Russell 2000 remains cheap relative to the S&P 500, there's more to the story.
WWE, UFC Flex Combat-Sports Media Muscle With $21 Billion ‘TKO -- Geetha Ranganathan explains how the new colossus is ready to rumble.
Mortgage-Pool Values Divided by Geographic Housing Disparities -- Erica Adelberg says the disparities could add incremental value through non-traditional selections.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.
Fri, 14 Apr 2023 - 202 - Gauging the Risks to Banks From Real Estate Loans
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
EU Banks' €1.4 Trillion CRE Loans the New Threat After SVB Woes -- Tomasz Noetzel lays out which regions are the most vulnerable. Canadian Banks Can Handle Risks Posed by Commercial Real Estate -- Alison Williams explains why the nation's banks may have sufficient capital. Regional Banks' Office Loans Gain More Urgency But a Longer Act -- Herman Chan says exposure to commercial real estate will get clearer as loans come due. Mortgages Performance Struggles With Recession and Selling Risks -- Erica Adelberg lays out the challenges facing the underperforming asset class. ETFs, Funds Siphoning Off Bank Deposits With Much Higher Yields -- Athanasios Psarofagis explains the surge in assets of cash-like ETFs and money market funds.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Thu, 06 Apr 2023 - 201 - Weight-Loss Drug Obstacles; Bank Failure Fallout
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
Novo, Lilly Obesity-Drug Hurdles Include Cost, Cover: BI Survey -- Michael Shah explores a survey of doctors on the issues for prescribing weight-loss drugs.Regional Banks' Office Loans Gain More Urgency But a Longer Act -- Herman Chan lays out the developing concerns with real estate loans.
SVB's Failure May Mean $500 Billion Haircut for Venture Capital and Upending the Yale Endowment Model? -- Gaurav Patankar explains the impacts on venture capital, private equity and endowments.
Too Much Skin in the Game? Equity May Create Perverse Incentives -- Rob Du Boff explains a negative side of equity-based pay.
Visa, Mastercard Balance Sheet Strength to Shine Amid SVB Chaos -- Diksha Gera looks at fintech liquidity and operating performance.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.
See omnystudio.com/listener for privacy information.
Fri, 31 Mar 2023 - 200 - The Many Changes Wrought by Credit Suisse, SVB
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
Questions About AT1s’ Future as CS Upends the Capital Structure -- Jeroen Julius examines the future brought by the Swiss decision to write off the bonds and favor shareholders.
UBS Deal Terms Cut Some Risk of Credit Suisse Unknowns -- Alison Williams looks at the broader picture of what the deal will bring to banking.
UBS’ Credit Suisse Deal Comes With Legal Issues -- Elliott Stein lays out the legal risks and potential costs that UBS will assume.
The Difficult Lesson for Regional Banks as Failures Roil Market -- Herman Chan offers a hard truth: accounting convention should not be relied upon to mask interest rate risk.
Fancy Drugs, Gourmet Food to Breed $500 Billion Pet Market -- Diana Rosero-Pena & Ann-Hunter Van Kirk explore the expanding impact of the world’s pet population.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.
Fri, 24 Mar 2023 - 199 - AI's Power as a Disruptor Theme; ESG Predictions
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
ESG's Shocks & Aftershocks: BI's Top Predictions -- Adeline Diab lays out the emerging issues that will shape this year after a rough 2022
The Year in ESG: Market Growth and Challenges -- Shaheen Contractor explains the major forces that shaped the investment strategy.
AI Interest Heating Up, Bringing New Energy to Cooling Thematics -- Breanne Dougherty says artificial intelligence is an investment theme with staying power and disruption potential.
Equity Traders Look to Get More From Algorithms; Goldman Leads -- Jackson Gutenplan discusses the results of BI's survey of traders.
M&A Mania May Go on in Tech and Pharma While Real Estate Slows -- Andrew Silverman explains why two of the busiest deal-making industries will stay hot.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.
Fri, 17 Mar 2023 - 198 - Trade Risks for Chipmakers; Boffo Box Office Anew?
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
US Duties Low, Yet Lasting Risk for Chipmakers Amid Tensions -- Clelia Imperiali says a looming 25% tariff renewal on Chinese chips heightens pressure on US chipmakers.
Amazon Film Push, Better Slate, Iger Bode Well for Box Office -- Geetha Ranganathan lays out the forces that might revive the domestic box office.
Green Acres Is the Retail Place to Be: Loyal, Growing: BI Survey -- Lindsay Dutch says retailers that target rural customers are better positioned to extend sales gains and expand margin.
Cardiac Pulsed Field Ablation Could Disrupt $10 Billion Market -- Matthew Henriksson examines who's best positioned in what could be a fast-growing field.
Executive Pay, Financing Costs Emerge as Ways to Drive Diversity -- Shaheen Contractor says 40% of US companies link ESG performance to executive pay, up from 16% in 2019.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.
Fri, 10 Mar 2023 - 197 - Apple Dominance to Grow as iPhone Favored by GenZ
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Europe's Lukewarm 4Q Results Mask Some Silver Linings -- Laurent Douillet explains the renewed confidence for European companies after earnings.
Apple to Gain More Market Share as Gen Z Prefers iOS: BI Survey -- Anurag Rana says a BI survey shows why Apple's iPhone can become even more dominant.
US Utilities' Lower CO2 Intensity Generates 54% Higher Returns -- Andrew John Stevenson explains why low-emissions utilities are outperforming.
Water, Water ... Nowhere? Scarcity Puts Industries at Risk -- Gail Glazerman says shortages are showing up in a range of industries and in different channels.
SVB's Balance-Sheet Flexibility Fortifies Against Liquidity Risk -- Herman Chan outlines what may allow the bank to alleviate a liquidity crunch.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 03 Mar 2023 - 196 - What the Ukraine War Is Revealing About Armaments
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Ukraine War Shows Need for Mastering New Tech and Old Armaments -- George Ferguson gauges what the war is revealing about battlefield technology, new and old.
Container Shipping’s 80% Rate Plunge Hits Rock Bottom? Maybe Not -- Stephane Kovatchev explains how companies' guidance for a robust 2023 may prove optimistic.
WWE Has No Lock on $9 Billion Price Amid Big Media Deal Dilemma -- Geetha Ranganathan says potential buyers, including Comcast and Fox, may be preoccupied with other plans.
Price Cuts Can’t Keep Paper-Industry Volume From Folding -- Richard Bourke explains the impact of continued sluggish demand.
Return of Equity Long-Short? The Signals From Greenlight, Scopia -- Gaurav Patankar says such hedge funds -- long detested by institutions for high fees and negative alpha -- are inflecting.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 24 Feb 2023 - 195 - How 'Less Is More' for WFH; Pain of Bank Bonus Cuts
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Brookfield-KKR Talent Race Shows Rise of Climate PE Fundraising -- Gaurav Patankar explores the push by climate-focused private equity funds to acquire specialists in the field.
London Workers Say 'Less Is More' for WFH vs. Salary: BI Survey -- Sue Munden explains the impact of 73% of Londoners saying they would quit if they couldn’t work from home.
Paypal May Double 5% Revenue Growth Outlook as Dominance Expands -- Diksha Gera lays out the fintech's multiple paths to better-than-expected growth.
Slashing Bank Bonuses Could Affect Local Connecticut Credit -- Eric Kazatsky says the state's credits could feel the bite from anticipated cuts in investment bank bonuses.
US Equity Markets Rely on Venues, Regulation to Spur Innovation -- Larry Tabb explains why traders think market-structure innovations have migrated to venues from brokers.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
See omnystudio.com/listener for privacy information.
Fri, 17 Feb 2023 - 194 - Spotify Turns Up the Volume; Housing Green Shoots
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Spotify Dials Up the Volume on Margin, Fine Tunes Its Narrative -- Geetha Ranganathan explains why its profitability is improving amid many catalysts.
BNP to UniCredit, 2023 Pitches Downturn vs. Revenue Resilience -- Philip Richards says European banks need to balance improving revenue against inflation and an economic downturn.
It's Not Yet Spring But Green Shoots Are Emerging in US Housing -- Drew Reading says the new-home spring selling could be better than expected.Discount Grocers' Outsized Gains to Erode Traditional-Store Lead -- Jen Bartashus lays out the threat posed by discounters such as Lidl and Aldi.
Danaher Could Triple Down on Bioprocessing by Adding Catalent -- Jonathan Palmer says the potential deal would create a bioprocessing juggernaut.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.
Fri, 10 Feb 2023 - 193 - Flipped Views on Junk Bonds; Uncertainty at Banks
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Huge Positive Swing in Euro Junk View; Big Gap vs. US: BI Survey -- Mahesh Bhimalingam says investors surveyed have moved to positive views on high yield return prospects.
Regional Banks Face Uncertainty in Deposits, Economic Outlook -- Herman Chan says earnings highlight the developing trend of slowing revenue growth and decelerating margin expansion.
Heavy-Truck 2023 Downside Underappreciated as Builds May Drop 9% -- Christopher Ciolino explains why industry expectations for production have considerable downside.
Demand, Price, Costs Weigh on Corrugated Peers Entering 2023 -- Richard Bourke explains the potentially dire outlook for corrugated-packaging demand.
Rental Outruns Recession on Embarrassment of Riches -- Karen Ubelhart lays out why the equipment-rental market may shine, with a significant boost from US legislation.
Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 03 Feb 2023 - 192 - BI's 2023 Predictions for Stocks, Rates, Banks
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts outline their top predictions for the year:
Cycle Rebound, Resilient EPS and Value Leads Stocks -- Gina Martin Adams says while earnings may be resilient, lack of a major Fed reversal could keep returns in check.
10-Year Treasury Looking at 2.68% by End of 2023 -- Ira Jersey gives his forecast for rates.
Global Solar Demand Poised to Soar -- Rob Barnett lays out why solar is likely to be the fastest-growing piece of the energy sector.
US Land-Driller Profits May Soar 50% -- Scott Levine says tight rig markets could enable land drillers to boost Ebitda this year.
Unprecedented Unwind to Drive Client Activity -- Alison Williams says FICC trading revenue may rise about 20% at leading global banks in 4Q.
Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 27 Jan 2023 - 191 - Are Bonds Misreading Fed? Weight-Loss Drug Battle
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research on companies, industries, policies and markets:
Markets Should Beware of Fed If Financial Conditions Are Easing -- Ira Jersey says the bond market may be misreading the Federal Reserve's intentions for rates.
Apple Insourcing Parts Could Aid Innovation; Margin Effect Murky -- Anurag Rana lays out the implications of Apple's increased efforts to source parts in-house.
Can Amgen Nab a Piece of the Obesity Pie? -- Michael Shah says doctors are encouraged by Amgen's weight-loss drug yet more work is needed.
Best-Execution Proposal Layers on Extensive, Costly Overhead -- Larry Tabb digs into the SEC's extensive and expensive proposals.
Disney Might Need to Recast User Goals in Wake of Peltz Drama -- Geetha Ranganathan explains how an activist's push spotlights some key issues.
Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 20 Jan 2023 - 190 - 2023 Outlooks: Asset Managers; Real Estate; Beauty
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries in 2023:
Asset Managers -- Alison Williams lays out the pressures from lower asset prices, markets and the asset mix.
Consumer Hardlines -- Lindsay Dutch looks at the divide in demand across discretionary categories from electronics to beauty. Beauty, Home and Personal Care -- Deborah Aitken says the recovery is slowly advancing with spending on premium products.
European Real Estate -- Sue Munden explains why the relentless headwinds won't soon abate.
Gender Diversity on Boards May Help Returns in Europe, US -- Shaheen Contractor explains how screening for diversity metrics can help performance.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 13 Jan 2023 - 189 - 2023 Outlooks: Investment Banks, Fintech, Retail
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries in 2023:
Global Advertising -- Matthew Bloxham explains how diversification into tech may help as mounting economic headwinds threaten ad budgets.
North America Retail Staples -- Jennifer Bartashus says margins will remain the focus amid elevated costs for labor and products.
Global Life-Science Technology -- Jonathan Palmer expects robust demand across all major customer groups and regions.
Global Investment Banks -- Alison Williams lays out how recession worries linger with rising credit provisions and potential economic weakness.
Global Fintech and Payments -- Diksha Gera says Visa and Mastercard are likely to lead with healthy fundamental performance.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 06 Jan 2023 - 188 - 2023 Outlooks: ESG, REITs, Mortgages, Exchanges
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries in 2023:
REITs -- Lindsay Dutch says most property segments are likely to face slowing growth due to a sluggish economy and costlier financing.
ESG -- Eric Kane explains how ESG is reframing markets and the developments to come.
Exchanges -- Paul Gulberg expects a refocus on recurring revenue to boost profitability.
Mortgage-Backed Securities -- Erica Adelberg lays out why returns may break their historic losing streak.
Aerospace Manufacturers -- George Ferguson says Boeing and Airbus could see higher deliveries as suppliers continue to struggle.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Thu, 29 Dec 2022 - 187 - 2023 Outlooks: Global Credit, Copper, Industrials
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries in 2023:
Global Credit -- Joel Levington is watching rising interest rates, fears of recession, lingering Covid and supply-demand imbalances.
Copper -- Grant Sporre says the metal will be resilient but isn't recession-proof.
European Industrials -- Omid Vaziri says demand could weaken if the economy deteriorates with rising rates and sustained inflation.
Auto Parts Suppliers -- Kevin Tynan says materials shortages coupled with supply-chain disruption will keep costs elevated.
Oilfield Services -- Scott Levine explains how the industry will ride flush balance sheets.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 23 Dec 2022 - 186 - 2023 Outlooks: Crypto's Crackdown, Wireless, LNG
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries in 2023:
Crypto Crackdown Action Likely Escalates After Epic FTX Collapse -- Elliott Stein says US authorities have sufficient jurisdiction to go after non-US entities such as FTX.
Global Construction -- Sonia Baldeira says fiscal stimulus could expand infrastructure investment by 5.7-6.7%.
North America Telecommunications -- John Butler lays out why service revenue for the leading carriers could slow to 3%,
Global Liquefied Natural Gas -- Talon Custer explains why LNG prices and demand will likely remain elevated.
US Homebuilding -- Drew Reading says the downturn in US housing spurred by historically low affordability will persist.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 16 Dec 2022 - 185 - 2023 Outlook for US Natural Gas, Cable, Machinery
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries in 2023:
US Natural Gas E&P Outlook -- Vincent Piazza explains why exports and increased industrial use will aid natural gas prices.
US Machinery Outlook -- Christopher Ciolino says sales and earnings may prove more resilient than contemplated.
US Cable and Satellite Outlook -- Geetha Ranganathan says a slowdown in high-speed internet sales could be insurmountable.
Global Beverages Outlook -- Kenneth Shea price increases and stronger sales outside the home are lifting growth.
Europe Banks Credit -- Jeroen Julius says fundamentals will face major challenges even with higher interest rates and margins.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Thu, 08 Dec 2022 - 184 - 2023 Outlook for US Stocks, Internet, Banks, Luxury
In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries in 2023:
US Equities -- Gina Martin Adam says the upside for market fundamentals appears limited, financials and industrials are rebounding, and small caps look cheap.
Global Internet -- Mandeep Singh says expectations may still be too high in digital ads, travel and delivery marketplaces.
Global Luxury Goods -- Deborah Aitken says China reopening is the key for double-digit sales and earnings growth.
US Regional Banks -- Herman Chan explains why strong earnings momentum may start to fade.
North American Railroads -- Lee Klaskow says their ability to exceed earnings consensus will be driven by volume growth.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.
See omnystudio.com/listener for privacy information.
Fri, 02 Dec 2022 - 183 - $50,000 Cars = $100 Billion; EU Stocks on the Mend
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
EU Equities on the Mend Following Another Set of Good Results -- Tim Craighead says market reactions are still dominated by macroeconomics. China May Surpass Fed as Biggest Risk to Big Oil's Free Cash -- Fernando Valle says China's economic woes are now the main risk to oil prices. US Airfares, Bookings Fell in October as Consumers Feel Pinched -- George Ferguson explains the impact of slower bookings for corporate and leisure flights. Automakers' $100 Billion Incentive to Keep Prices Near $50,000 -- Kevin Tynan says surging new-vehicle prices make returning to 17 million sales impossible. World Cup Raises Brand Awareness; TV Ads Get Boosted -- Diana Rosero-Penalays out the event's potential marketing opportunities.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 25 Nov 2022 - 182 - FTX Existential Crisis Fix; TMT's Mega-Cap Problem
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
FTX Existential Crisis Is Chance for Crypto-Exchange Renovation -- Larry Tabb explains how crypto should look a lot more like traditional finance.
TMT's Bubble Has Popped, But Mega-Caps Are Still a Problem -- Gina Martin Adam says mega-cap stocks are still an issue for tech, media and telecom.
UK Power-Generator Windfall Tax Would Be Shortsighted -- Patricio Alvarez says it could deter clean-energy investment.
Cable Broadband Crippled in 2023 by Fixed Wireless, Fiber Punch -- Geetha Ranganathan lays out why cable's brutal year should continue.
Dollar Bears Are Back, But It Was a Lot Easier Just a Week Ago -- Audrey Childe-Freeman explains why the outlook for the US dollar is turning dour.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 18 Nov 2022 - 181 - Ho Ho Hum Outlook; Energy Security Must Come First
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Energy Security Must Come Before Sustainability -- Will Hares discusses threading the needle between energy security and sustainability.
These Industrial Companies Bear Watching During a US Recession -- Mustafa Okur outlines the multi-industrial companies that are less exposed to a downturn.
Holiday Sales Promise Less Cheer for Retailers This Year -- Jennifer Bartashus says the growth in holiday sales could be the slowest in several years.
Beverage Makers Ready to Serve Up Capacity, Payout Expansions -- Kenneth Shea says the biggest companies could raise spending by high-single digits in 2023.
Talent Fueling Jefferies' Investment Bank Growth, Profitability -- Neil Sipes says strong growth in the senior ranks bolsters revenue prospects.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 11 Nov 2022 - 180 - Are Banks Meeting Climate Ambitions? China's Covid Trap Exit
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
UK Mortgage Rates' 7% Peak Over; 5-10% House-Price Fall a Risk -- Jonathan Tyce explains why mortgage rates should drop soon.
Eyecare's Contact-Lens Market Growth Within Sight -- Ann-Hunter van Kirk lays out why forecasts for the contact-lens market may be short-sighted.
Two Ways to Escape China's Zero Covid Trap: Raphael and Fazeli -- Sam Fazeli explains how China could work its way out of its health crisis.
As Banks Step Up Climate Ambitions, Targets and Data Fall Short -- Eric Kane looks at how banks are -- or aren't -- aligning their climate goals with action.
Coming With Midterms? Crypto Clarity Yet Threats to E&Ps, Pharma -- Nathan Dean lays out the potential financial impacts of the upcoming elections.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 04 Nov 2022 - 179 - Little Boost From Latest Boosters; Alphabet Potential
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
First Booster Data Don't Bode Well for Pfizer-BioNTech, Moderna -- Sam Fazeli says the first human data for their BA.4/5 vaccines call their use into question this booster campaign. With Alphabet Trading at a Steep Discount, 100% Return Potential -- Robert Schiffman says its financial flexibility and credit ratings have never been stronger. Winter Gas Sentiment, Forecasts Outpace Reality Again -- Vincent Piazza explains why natural gas prices will fall short of forecasts this winter. Agency Mortgage Spreads Appear Wide to Economic Fundamentals -- Erica Adelberg talks about the state of the mortgage-backed market and outlook for supply. High CO2 Ambition = More ESG Fund Inclusion, But Also Some Risk -- Shaheen Contractor lays out how companies with good carbon rankings may draw more investors.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.
See omnystudio.com/listener for privacy information.
Fri, 28 Oct 2022 - 178 - Microsoft's Lift From the Cloud; UK Pension Pickle
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Truss U-Turn Still Leaves £1.8 Trillion of Pensions in a Pickle -- Charles Graham explains why the UK's pension industry is in a state of shock.
Microsoft's Cloud Can Lift It Above Consensus in 2024: BI Focus -- Anurag Rana makes the case for larger-than-expected sales growth.
CCCs Yet to Realize Cycle Lows, But Medium Term Is Compelling -- Noel Hebert says return prospects for the asset class are already compelling.
A Kroger-Albertsons Merger Looks Good on Paper, But May Be Tough -- Jennifer Bartashus examines the benefits and pitfalls of the proposed deal.
Municipals Ignoring the Fact That Inflation Battle Still Rages -- Eric Kazatsky says municipal bond traders don't seem to care about inflation.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 21 Oct 2022 - 177 - Pricing in a Recession, Maybe; Adobe's Collapse
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Ferrari Purosangue €165,000-a-Car Profit Roars Past Rivals -- Michael Dean explores the impact of the €390,000 car, the most expensive and profitable SUV.
Adobe’s Collapse Could Alter Nature of Tech Funds' Core Holdings -- Anurag Rana says the stock's plunge could raise Microsoft's profile among tech investors.
The Market's Pricing for a Recession, Yet Consensus Has Doubts -- Gina Martin Adams lays out why stocks could be in for some hefty upside.
New-Home Prices Poised to Drop, Just Not as Much as Necessary -- Drew Readingexplains why prices won't fall as much as needed to help affordability.
Stronger Total-Return Expectations Tip Scale Toward Fixed Income -- Damian Sassower lays out why he predicts a positive total return through next year.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.
Fri, 14 Oct 2022 - 176 - Health Care's Changing Climate; Vanguard's Power
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Health Care Isn't Immune From Climate-Change Risks -- Eric Kane lays out the vulnerability of US hospital corporations to the physical effects of climate change.
Low Costs Propel Vanguard Into a Powerhouse Active Manager -- Eric Balchunas says the fund manager's low-cost approach is its source of power.
Winter Airfares See Pressure as Large Leased Fleets Stay Aloft -- George Ferguson explains why US airline winter fares are likely to remain under pressure.
High Grade Has Worst Ever Year But It's Still Not Cheap Enough -- Mahesh Bhimalingam says the bonds' fifth-worst month ever led to the worst first three quarters on record.
Large Private Credit Lenders Well Funded Even as Economy Teeters -- David Havens explains how business development companies are engineered to weather a recession.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.
Fri, 07 Oct 2022 - 175 - Have Stocks Hit Bottom Yet? No Crash for Housing
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
S&P 500 Capitulation Signals Have Emerged, Hinting at Bottom -- Gina Martin Adams says there's growing evidence that a longer-term low may be forming.
Global Housing Market Is Slowing, Not Crashing -- Iwona Hovenko lays out why our analysts and economists see a slowdown in housing, and not a crash.
Sterling Structural Drivers in Charge and That's Very Bad News -- Audrey Childe-Freeman explains why sterling-dollar parity believers may have a go after all.
UK Rates at 5.5%? Think Mortgage Rates, House Prices, Loan Books -- Jonathan Tyce lays out the many implications of the surge in mortgage rates.
Climate-Focused Private Funds Power Through a Rough Summer -- Gaurav Patankar says private climate investments have a long growth runway.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 30 Sep 2022 - 174 - Whither the Yield Curve Now? Vanishing Muni Issuance
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Treasury Yield-Curve Inversion a Medium-Term Market Fixture -- Ira Jersey gauges the outlook for rates after the Fed's latest moves. Without Fed, Where Will Mortgage-Securities Demand Come From? -- Erica Adelberg says spreads are near levels where relative-value participants may care. New-Issue Munis Vanish as FOMC Angst Shades Issuance Plans -- Eric Kazatsky explains why fresh supply has all but disappeared amid fears of spiking rates. Do US Regional Banks Need $90 Billion More Debt To Appease? -- Arnold Kakuda says new rules may force banks such as US Bancorp, PNC and Truist to add debt. UK Consumers' Price Resistance May Hit Packaged Food: BI Survey -- Diana Gomes says prices rule as consumers turn more careful in their food-buying habits.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.
Fri, 23 Sep 2022 - 173 - Older Cars = Big Spending; Earnings Recession?
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Drivers on Sales Sidelines Prime $56 Billion Maintenance Bump -- Kevin Tynan looks at the repair opportunity as record auto prices prompt drivers to hang on longer. Earnings Could Survive This Recession Much Better Than You Think -- Gina Martin Adam says recent history explains why this downturn may not wreck earnings. Oil Price Plunge Flirts With Junk-Energy-Debt $75 Support Level -- Spencer Cutter says high yield independent energy bonds can come under pressure if oil prices fall. Euro Stoxx 50 EPS Unchanged by Nord Stream Halt in Our Scenario -- Laurent Douillet looks at the impact of Russia's gas halt on earnings for the Euro Stoxx 50. Waymo Finally in the Driver's Seat for Alphabet Revenue Growth -- Mandeep Singh lays out how Waymo may be able to generate $5 billion in revenue by 2025.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. On the terminal, run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 16 Sep 2022 - 172 - $6 Trillion Fund Nightmare; NY's Pot Powerhouse
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Hawkish Fed Fuels $6 Trillion Nightmare for Active Mutual Funds -- Eric Balchunas explains how renewed hawkishness adds to the nightmare year for some types of funds.
New York Pot Sales Make the Northeast a Budding Industry Power -- Kenneth Shea says the state's move could hasten cannibis approval in neighboring Connecticut and Pennsylvania.
EPS Takes: Inflation Peak Creates Tricky Timeline for Stocks -- Gina Martin Adams explains why she expects even more weakness in the equity markets because of earnings.
Italy Vote Could Leave ECB Between Devil and the Deep Blue Sea -- Huw Worthington says the foreign flight from Italian debt could overwhelm the ECB's plans.
Stricter Rules for GNMA Mortgages May Curtail Supply and Speeds -- Erica Adelberg lays out the impact of stricter requirements for mortgage-backed issuance.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 09 Sep 2022 - 171 - Apple IPhone 14 Impact? Yawn; Amazon Lords Over (Podcast)
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Apple's iPhone 14 Won’t Move the Needle; Next Year’s Upgrade May -- Anurag Rana explains why the new iPhone may not be financially noticeable next fiscal year
Amazon's $15 Billion Content Tab? It's Enough to Lord Over Peers -- Geetha Ranganathan says Amazon.com's big-budget spending could help it surpass Netflix and Disney.
High Grade Corporate Credit Metrics Slide; Financials Much Worse -- Mahesh Bhimalingam says high grade bond fundamentals have peaked and started to deteriorate.
Treasury Curve to Invert More as Wage Growth Bolsters Inflation -- Ira Jersey lays out the market is setting up for further interest-rate increases.
Iran Deal Could Flip Oil Market Back Into Surplus by Year-End -- Salih Yilmaz says a potential Iran deal could help offset the loss of Russian crude
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.
Fri, 02 Sep 2022 - 170 - Porsche's Ferrari, Tesla Dream; What the Fed Fears
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Climate Risks Stoke Europe's Gas Crisis, Power-Price Volatility -- Patricio Alvarez says the long dry spells could multiply Europe's energy crisis.
Porsche Eyes Ferrari Luxury and Tesla Tech Multiple Ahead of IPO -- Mike Dean explains the hopes to emulate Ferrari's luxury and Tesla's tech multiples.
Time to Shake Things Up at Floundering Consumer Staples Sector -- Kenneth Shea says the weak-performing group is poised for an active second half of changes.
Fed Worries About Hiking Too Much, But Fears Not Doing Enough -- Ira Jersey says inflation remains the Federal Reserve's primary concern.
Investment Grade Set to Sway on Rate Response to Jackson Hole -- Noel Hebert lays out why the bond market is waiting for direction from the Fed's meeting.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.
Fri, 26 Aug 2022 - 169 - Why Home Prices Must Fall; All In on Retail AI
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Unaffordable Homes, Higher Mortgages May Create Price Pressure -- Erica Adelberg lays out why home prices will have to retreat in the face of higher mortgage rates.
Clean-Energy Flows May Not Lift ESG and Sustainability ETFs -- Shaheen Contractor says new US climate spending plans won't fully revive flows into clean-energy ETFs.
All In on AI: Artificial Intelligence Key to E-Commerce Future -- Poonam Goyal lays out the impacts of retailers' embrace of artificial intelligence.
Bonds vs. Recession: Industrials, Retail at Risk, Tech Resilient -- Himanshu Bakshi explains what groups of bonds are most at risk, and resilient, if the US falls into recession.
FTSE Growth-Value Reversal a Trend? We Think Not; Look to Gilts -- Tim Craighead says the big shift toward growth from value looks transitory.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 19 Aug 2022 - 168 - How TMT Stock Rally May Be the Market's Achilles' Heel
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
TMT Bubble Is Again a Threat to Stocks as Interest Rates Rise -- Michael Casper says the sector's rally could be the market's Achilles' heel.
However You Look at It, the US Dollar Is in a Win-Win Position -- Audrey Childe-Freeman says dollar bulls needn't fret over the recent retreat.
Chemical Costs Threaten to Rise as Rhine River Levels Fall -- Jason Miner lays out the risks to a tool producers need to cope with gas shortages.
Treasury Yield Curve Inversion Has More Room Amid Fed Repricing -- Ira Jersey explains why it could go beyond and last longer than most recent economic cycles.
Democrats' Inflation-Cap Act Hikes Tax on Crypto, Telecoms, S&P -- Andrew Silverman explains where the legislation raises taxes by cutting credits and increasing enforcement.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.
Fri, 12 Aug 2022 - 167 - Manchin Bill Impacts on Energy and Drugs Explained
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Manchin's $370 Billion Bill Has Three Key Oil and Gas Takeaways -- Brandon Barnes lays out the impact on methane costs, offshore leasing and future permitting.
Manchin-Schumer Plan Has Pain for Pharma, Perks for Renewables -- Duane Wright explains what it means for big drugmakers and renewable-energy companies.ESG Faces a Rough Outlook on Asset Drop, Returns, Concentration -- Shaheen Contractor says assets in ESG ETFs may continue to shrink and performance challenged.
Barclays to HSBC, UK's £1.6 Trillion Mortgage Market Remains Key -- Jon Tyce says mortgages are critical for domestic banks' growth and profitability.
Why Inflation Is No Longer Tesco, Carrefour Friend: Intelligence --Charles Allen explains what will shape expectations for EU supermarkets.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.
Fri, 05 Aug 2022 - 166 - What's Ahead for Interest Rates; Musk's Big Twitter Bill (Podcast)
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
North American Rates Focused on Inflation, Inversion -- Ira Jersey gives his outlook for interest rates in the US and Canada. Twitter v. Musk Favors M&A Mandate, May Drive $5-$8 Billion Pact -- Matt Schettenhelm gives his rationale for how much Elon Musk may need to pay to settle. Elasticity of Luxury Brands' Pricing Model Is Difficult to Match -- Deborah Aitken says "heritage" luxury-goods brands are best placed to raise prices. European Gas Demand to Capitulate if Russia Turns Off Tap Early -- Patricio Alvarez explains the few options for Europe on natural gas supplies. Distressed-Debt Ratio Spikes to 10.7%, Probably on Way to 25% -- Philip Brendel says we're only in the middle of a surge of distressed-debt supplies.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.
Fri, 29 Jul 2022 - 165 - What Bank Earnings Tell Us; Inside Europe's Trading Market
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Citi vs. Credit Suisse Signals FICC Upside, Equities Shakeout -- Alison Williams breaks out the key themes so far in the big-bank earnings season.
As Farnborough Air Show Orders Slow, Boeing Cruises Toward Title -- George Ferguson lays out the winners and losers from the big Farnborough Air Show.
Transformative Shakeout Pumps Up Euro Equity Commissions, Rates -- Larry Tabb gives the surprising results of a detailed study on the European equity trading market.
Office Values Could Plunge 30% Amid Rapid Interest-Rate Hikes -- Sue Munden says REIT shares are presaging a crash in European property prices prices.
EM Central Banks Lose Grip on Inflation Narrative -- Damian Sassower explains the impact as inflation overcomes emerging market central banks.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 22 Jul 2022 - 164 - Musk's $8 Billion Twitter Bill? Europe's Few Russia Gas Options (Podcast)
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Twitter v. Musk Favors M&A Mandate, May Drive $5-$8 Billion Pact -- Matt Schettenhelm favors Twitter to win a court order forcing Elon Musk to complete their deal. North American Rates Focused on Inflation, Inversion -- Ira Jersey explains why the US Treasury yield curve may invert further. European Gas Demand to Capitulate If Russia Turns Off Tap Early -- Patricio Alvarez says Europe has few options to overcome its overreliance on natural gas. Elasticity of Luxury Brands' Pricing Model Is Difficult to Match -- Deborah Aitken says heritage luxury-goods brands can better pass on pricing than mass-market peers. Distressed-Debt Ratio Spikes to 10.7%, Probably on Way to 25% -- Philip Brendel says the supply of distressed debt doubled in a month and should keep rising.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.
Fri, 15 Jul 2022 - 163 - Is Fed Burning Down the House? Oil's Unprecedented Credit
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Burning Down the House? Fed's Mortgage Dilemma as Prices Surge -- Erica Adelberg explains what's different as the Federal Reserve again raises rates to cool the housing market. Midyear Outlook: MSCI India Index and Emerging Market Small-Cap Equities -- Gaurav Patankar lays out what's ahead for these markets the rest of the year. Midyear Outlook: Oil Majors Credit -- Paul Vickars looks at the impact of oil majors reducing leverage at an unprecedented pace. Trimble in Transition, at Peril of Being Overly Diversified -- Eileen Segall digs into Trimble's shift to software from hardware, $63 Billion Erased? How Higher CET1 Hurdles Impede Big US Banks -- Arnold Kakuda explains how tougher rules will reduce surplus capital at banks and the impact.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 08 Jul 2022 - 162 - Meta's Margin Surprise; Microsoft Aims at Zoom (Podcast)
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Meta's Gross Margin May Erode More Than Street Expects -- Mandeep Singh talks tech stocks.
EU Banks' $30 Billion Buyback, Dividend Goals vs. Recession Risk -- Philip Richards says war in Ukraine and economic uncertainty could prompt European banks to reassess share-buyback plans.
Emerson Electric Set to Power Past and Boost Targets -- Karen Ubelhart explains why rising expectations for Emerson may have further to climb.
Microsoft Teams Poses Big Threat to Zoom in Video Conferencing -- John Butler says Zoom's biggest video conferencing market threat is Microsoft Teams.
Biotech-Market Turmoil May Afford Large Drugmakers M&A Scope -- Michael Shah says market conditions could provide large drugmakers scope for acquisitions.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.
Fri, 01 Jul 2022 - 161 - VW to Drive Past Tesla; No Euro-Dollar Complacency
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Volkswagen Poised to Swipe Tesla's BEV Crown in Race to the Top -- Analyst Michael Dean predicts Volkswagen will overtake in battery-electric vehicles. Beverage Makers Have the Fixings to Spend on Payouts, Breweries -- Analyst Ken Shea says companies must boost prices to offset raging cost pressure. ECB, Fed Shows Euro-Dollar Bearish, But This Is No Time to Relax -- Strategist Audrey Childe-Freeman says this is no time for euro-dollar complacency. Midyear Outlook: U.S. Midstream Litigation & Policy -- Brandon Barnes says arduous regulatory, policy and legal environment will press on investment. CME, ICE, Others May Benefit From Rates, Inflation: Intelligence -- Paul Gulberg expects gains from higher interest rates and commodity volatility.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.Galen MeyerSee omnystudio.com/listener for privacy information.
Fri, 24 Jun 2022 - 160 - Pain of Higher Mortgage Rates; FedEx Set to Deliver? (Podcast)
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Dissecting FTSE’s 15% Lead, Here’s What Can Drive It Further-- Tim Craighead explains why the UK equities market's safe-haven may continue. Rates Roil Entry-Level Homebuyers, But Move-Ups Aren't Immune -- Drew Reading says demand from first-time homebuyers may hurt the most from higher rates. FedEx May Soon Start to Deliver on Its Promises -- Lee Klaskow says a turnaround from recent negative sentiment may finally be on FedEx's doorstep. Consumer Outlook Challenged by Inflation and Weak Sentiment-- Louise Parker says war, inflation and weak growth will weigh on Europe. Top of Fertilizer Cycle May Extend on Supply Shocks -- Alexis Maxwell explains why the global market should remain tight into 2023.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.
Fri, 17 Jun 2022 - 159 - Passive's Aggressive Growth; A Surge for Platinum
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
How Much of the US Stock Market Is Passively Owned? James Seyffart says at least 19%, with the surging levels raising concerns. Platinum Demand May Soar on Green Hydrogen Economy's Traction. Grant Sporre says the technology's growth could double platinum demand by 2035. Big Three Processors May Have More Levers vs. Fintech Peers. Julie Chariell says Fidelity National, Fiserv and Global Payments may offer stability in a tighter economy. ECB QE End Means 7 Billion-Euro Monthly Credit Gap. Mahesh Bhimalingam explains the hole to be filled by markets as the ECB's QE ends Jazz Eyes Growth on Pipeline Tracking, Deals: ASCO Takeaways. Ann Hunter Van Kirk explains how management is poised to develop the business.
The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.
Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}.See omnystudio.com/listener for privacy information.
Fri, 10 Jun 2022
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