What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Every earnings season, investors keenly watch to see whether companies are meeting, beating or missing expectations. But how are these expectations set, and is anyone able to accurately predict what companies will say? Bloomberg Intelligence's Chief Equity Strategist Gina Martin Adams joins host Stephen Carroll to discuss. See omnystudio.com/listener for privacy information.

The war in Ukraine, the rise of China and the possible return of Donald Trump have all highlight the risks to Europe and how the lack of defense spending over years has left the continent perilously exposed. How big is Europe's fighting force and does it have the capability to act were it to face a real threat? Bloomberg's Executive editor Flavia Krause-Jackson joins host Caroline Hepker to discuss. See omnystudio.com/listener for privacy information.

Government borrowing jumped during the pandemic, but big stimulus plans like the Inflation Reduction Act have added to the mountains of public debt. How worried should we be about how much each country owes, and are austerity policies inevitable to bring it under control? Bloomberg's Head of Economics and Government Stephanie Flanders joins host Stephen Carroll to discuss. See omnystudio.com/listener for privacy information.

 Investors in Chinese shares are used to seeing wild swings in prices. The market rally on September 30 was the biggest one-day gain since 2008, but it came after months of declines. Why are Chinese equity markets so volatile? Our Managing Editor for Asia Equities, Lianting Tu, joins host Stephen Carroll to explain. See omnystudio.com/listener for privacy information.

CPI, PCE, GDP, PMIs and JOLTS are all data points closely monitored by markets. They help us understand where the economy is, can give us hints on where it's going. But are all of these numbers equally important? Our global economy reporter Enda Curran joins Stephen Carroll to discuss how to separate the signal from the noise.Anchor, Bloomberg Radio See omnystudio.com/listener for privacy information.

The village of Schengen in Luxembourg lends its name to one of Europe's most ambitious agreements - creating a free travel area that now extends to 29 countries. But increased worries over migration, and other crises including Covid-19, have led to the return of border checks, and a quiet fizzling of the dream of a borderless Europe. Is it in terminal decline? Our Germany Correspondent Oliver Crook joins Stephen Carroll to discuss. See omnystudio.com/listener for privacy information.

 The world runs on dollars. It's the most commonly used currency in international transactions, an important reserve for central banks around the world, and a safe haven in troubled times. There are, however, some countries trying to move away from King Dollar, so what effect is it having? Bloomberg's Senior Washington Correspondent Saleha Mohsin wrote a book on the subject, called 'Paper Soldiers'. She joins Stephen Carroll to discuss. See omnystudio.com/listener for privacy information.

Like the weather, the markets have seasonal trends. January is usually good; September is bad. So how do money managers trade around these periods, and what could upset the usual expectations? Our Markets Live Managing Editor Kristine Aquino joins Stephen Carroll to discuss. See omnystudio.com/listener for privacy information.

Two and a half years after Russia's full-scale invasion of Ukraine began, Europe's energy woes still aren't resolved. Current prices are much lower than the all-time high of €300 per megawatt-hour in 2022 but are still double what they were before Putin's invasion. Our senior energy reporter Stephen Stapczynski joins to explain why there are concerns about supplies of gas in the coming months, even though the continent has filled stockpiles to 90 per cent capacity.See omnystudio.com/listener for privacy information.

Central bankers are like celebrities in the finance world: every word they say gets closely scrutinised. Did their comments always elicit such interest, and do they ever tell us anything they shouldn't? Bloomberg Opinion columnist and avid central bank watcher, Daniel Moss, joins Stephen Carroll to discuss. See omnystudio.com/listener for privacy information.

 It's a trading strategy that was at the heart of the market turmoil in early August: investors have been ditching the carry trade as the value of the Japanese yen fluctuates. Our Managing Editor for Foreign Exchange and Rates Rachel Evans explains what the carry trade is, and what its future looks like now. Hosted by Stephen Carroll. See omnystudio.com/listener for privacy information.

 Since the Hamas attack on Israel on the October 7 and the ensuing war in Gaza, tensions in the Middle East have been running high. But in the background, there has been a flurry of diplomatic activity: negotiations over a truce in Gaza, and attempts to de-escalate the conflict among the various actors. Our head of Middle East and North Africa coverage Stuart Livingstone-Wallace explains to Stephen Carroll why diplomacy still matters in the Middle East. See omnystudio.com/listener for privacy information.

A plan by conservatives to reshape the US government, known as Project 2025, has become a key talking point in the presidential campaign. Its architects see it as a resource for Donald Trump if he wins in November, but the Republican nominee has distanced himself from it. Democrats, meanwhile, are eager to tie Trump to its more controversial proposals. Our senior editor Wendy Benjaminson joins Stephen Carroll to explain what Project 2025 is, and why it's getting so much attention. See omnystudio.com/listener for privacy information.

Notoriously volatile, cryptocurrency has long been seen as a niche investment on the verge of going mainstream. But increasingly digital tokens are being integrated into traditional finance. The US approved the sale of exchange traded funds linked to Bitcoin in January. The industry also seems to have moved on from the collapse of FTX, the digital currency exchange, in 2022. Bitcoin, up some 50% in 2024, is even in focus in the US Presidential race. Our cross asset reporter Emily Graffeo joins Caroline Hepker to explain why it's getting easier to invest in cryptocurrencies and who is buying them.See omnystudio.com/listener for privacy information.

China's economy has been having a tough time. The latest growth figures show the slowest pace of expansion in more than a year. Consumer spending is weak and the property slump is ongoing. The official target of growing the economy by 5% a year is still within reach - thanks to a boom in exports. But there are risks there too. Our Executive Editor for Greater China John Liu joins Stephen Carroll to help explain why China's outlook keeps getting worse. See omnystudio.com/listener for privacy information.

The June 27th debate between Donald Trump and Joe Biden has become a watershed moment in the US Presidential race. Joe Biden's stumbles have raised concerns among donors and Democrats, but in the two weeks after the event, the President's poll ratings haven't shifted dramatically. Our US Money and Politics Czar Laura Davison joins Stephen Carroll to help explain why. See omnystudio.com/listener for privacy information.

The European Union this week moved ahead with plans to impose provisional tariffs on electric vehicles imported from China that would raise rates to as high as 48%, a step likely to escalate trade tensions with Beijing. The EU move follows a US decision to impose a 100% duty on EVs from China, though shipments are currently close to zero. Canada last month said it’s weighing tariffs as well. While China has threatened to retaliate, the EU’s comparatively well-off consumers represent an important outlet for domestic EV makers battling overcapacity. So why are so many countries taking aggressive action to protect their electric vehicle industries? Craig Trudell, Bloomberg’s Global Automotive Editor joins Stephen Carroll to explain. See omnystudio.com/listener for privacy information.

Nvidia's growth has stunned the market - even when compared to its artificial intelligence peers - riding high on this year's wave. The company took the title of the world's most valuable company earlier this month, but just days after reaching this milestone, Nvidia's stock price took a plunge losing £430 billion dollars from its market cap over just three days. So what was behind the decline of one of Wall Street's darlings and will it bounce back? Matt Turner, who leads Bloomberg's US equities coverage tells Stephen Carroll why the tech giant's worth is proving so elusive.  See omnystudio.com/listener for privacy information.

 Donald Trump picked Jerome Powell to lead the Federal Reserve, but their relationship soured soon afterwards, with the former President frequently criticising the Fed Chair. Ahead of November's election, some informal Trump advisers have floated ideas about possible changes to the Fed that would give him more power over the central bank. Our Federal Reserve reporter Amara Omeokwe tells Stephen Carroll what a re-elected Trump could and couldn't do to influence monetary policy.See omnystudio.com/listener for privacy information.

French bonds have continued to tumble as Marine Le Pen’s far right National Rally party leads polls ahead legislative elections later this month. The moves come after Finance Minister Bruno Le Maire warned that France would be plunged into a debt crisis similar to one sparked in the UK two years ago if far-right leader Marine Le Pen were to win and implement her economic program. But is he right? Our Managing Editor for FX and Rates, Rachel Evans joins Caroline Hepker to discuss if the warning is more than just political positioning.See omnystudio.com/listener for privacy information.

Three sets of recent elections have made waves on the markets. In South Africa, India and Mexico - we saw stocks sell off and currencies weaken as the results rolled in - even if they weren't a total surprise. Is there a common theme behind the market moves? Bloomberg's Markets Live Executive Editor Mark Cudmore joins Stephen Carroll to explain.See omnystudio.com/listener for privacy information.

The European Central Bank is set to cut interest rates for the first time since 2016, but Federal Reserve policymakers are still saying rates may need to stay higher for longer. Central bank divergence has caused market volatility in the past, but how big a deal is it this time? Bloomberg Opinion columnist Daniel Moss joins Stephen Carroll to explain.See omnystudio.com/listener for privacy information.

The US has dodged a recession and inflation is on track to normalise, so why don't people feel happier? Judging only by economic data, Joe Biden should be a shoo-in at November's election. But the polls don't seem to reflect that. Bloomberg's senior editor Wendy Benjaminson joins us from Washington to help explain. See omnystudio.com/listener for privacy information.

There was a time in the not-too-distant past where more free trade was widely considered to be a good thing. Donald Trump, as US President, had a major hand in reviving the use of tools like trade tariffs, but they've continued to be used under Joe Biden too. Bloomberg's Trade Tsar Brendan Murray joins Stephen Carroll to discuss the past, present and future of this key instrument of international trade. See omnystudio.com/listener for privacy information.

China's President Xi Jinping came to Europe with promises of investment and greater cooperation, but also an eye on rising trade tensions with the EU. What was Xi's goal on this trip? In this episode of Here's Why, we examine why China needs Europe right now with our Asia Government and Politics Correspondent Rebecca Choong Wilkins. Hosted by Stephen Carroll, produced by Christopher Pitt and James Woolcock. See omnystudio.com/listener for privacy information.

On the first ever episode of Here's Why, host Stephen Carroll speaks to Bloomberg Opinion Columnist Daniel Moss about the recent dramatic moves in the Yen and why there could be more to come.You can read Daniel Moss's full opinion piece on the Bloomberg website here: https://www.bloomberg.com/opinion/articles/2024-04-30/japan-should-leave-the-yen-bazooka-at-home?srnd=undefinedSee omnystudio.com/listener for privacy information.

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/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.

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/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.

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/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.

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/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.

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/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.

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/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.

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/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.

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/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.

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/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.

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/3YrBfOion Spotify:  http://bit.ly/3SPPZ8FAnywhere:  http://bit.ly/43hOc0rSee omnystudio.com/listener for privacy information.

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.

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.

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.

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.

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.

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.

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.

 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.

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.

 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.

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.

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, Spotify or anywhere you get your podcasts.     Apple: http://apple.co/4935eTf     Spotify: http://spoti.fi/3MaWkJT     Anywhere: http://bit.ly/3QqrPC2     See omnystudio.com/listener for privacy information.

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.

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.

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.

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.

 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.

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.

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.

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.

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.

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   Anywhere: bit.ly/460OMka See omnystudio.com/listener for privacy information.

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.

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.

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.

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.

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.

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.

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. Run {BI <GO>}. See omnystudio.com/listener for privacy information.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

 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.

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.

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.

 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

 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.

 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.

 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.

 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.

 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.

 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.

 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.

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.

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.

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.

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.

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.

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.

 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.

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.

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.

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.

 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.

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.

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.

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.

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.

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.

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.

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.

 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 Meyer See omnystudio.com/listener for privacy information.

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.

 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.

In this week’s podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: Latin America May Be EM Managers' Antidote for Russia, Tech Pain -- Gaurav Patankar Is Tesla ESG? Many Funds Own It. We Say It's Not for Everyone -- Shaheen Contractor EBay’s Rising Take Rate Can Push Revenue Higher: BI Focus -- Poonam Goyal Red Sky Omen Yet Carnival Bond Issue Sails On; Should Rivals? -- Jody Lurie Russia-Ukraine Turned LNG Shipping Tide -- Talon Custer 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.

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: Broadcom-VMware Might Spur More Deals; Expect Valuations to Hold -- Anurag Rana Broadcom’s $61 Billion VMware Deal Fits Software, Chip Strategy -- Woo Jin Ho Energy Transition Excavates Long-Term Opportunity at Caterpillar -- Chris Ciolino EU Transnational Green Tax May Level Manufacturing Playing Field -- Clelia Imperiali Randstad 1, Adecco 0 But 2Q Is Much, Much Tougher -- Eshan Toorabally 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>}.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.

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: Pharma Could Make Billions From Fourth Shots But There's a Catch -- Sam Fazeli Inflation Hammers S&P Expectations as Margin Pressures Build -- Gina Martin Adams Tax-Exempts Ignore Larger Treasury Movements, Continue Lower -- Eric Kazatsky European Bank Bonds: A Capital Drawdown of 110 Bps Still Remains -- Jeroen Julius Hunt for Sales Growth Poised to Spur US Convenience-Store Deals -- Diana Rosero Pena 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.

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: Fed 50-Bp Hikes Replacing 25 Bps as `Normal' Policy-Rate Moves -- Ira Jersey Think OPEC+ Can Ease Oil-Market Angst? Think Again -- Salih Yilmaz Industrial REITs Standing Ground vs. Rival Rebound, and U.K. Logistics Park Joyride Stalls as Online Slows -- Sue Munden Rogers Loss of Shaw Would Be Big Win for $7 Billion of M&A Bonds -- Stephen Flynn Canadian Banks' Capital May Decline on Rates, Growth and M&A -- Himanshu Bakshi 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.

 (Bloomberg Intelligence) -- In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: Amazon Cloud Potential Intact; Profit in Focus: Company Outlook -- Poonam Goyal Service, Health Care Are Key to Best Buy Growth -- Lindsay Dutch Berkshire's 1Q Spending Spree May Be Sign There's More to Come -- Matthew Palazola Robust U.K. Housing Market Set to Extend Momentum -- Iwona Hovenko Declines in Regional Banks' Tangible Book Shouldn't Be Dismissed -- Herman Chan 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.

 In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: Active Share Replacing Alpha as Selling Point for Active Funds -- Eric Balchunas Pioneer Able to Take Advantage of Higher Oil Prices: 1Q Preview -- Vincent Piazza European Packaged Foods Hit by War-Related Input Costs -- Duncan Fox Molson Coors' Return to Growth, Falling Debt Could Merit Upgrade -- Mary Ross Gilbert Casino & Hotel Earnings: M&A, Savings, Sports Bets, Macau -- Brian Egger 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.

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: TV No Sideshow for Warner Bros. Discovery on $9.5 Billion Ebitda -- Geetha Ranganathan Cash King Apple Returns May Approach $1 Trillion -- Robert Schiffman JPMorgan Signals Credit-Cost Shift, Trading Beat for Bank Peers -- Alison Williams Ukraine War to Drive $28-$30 Billion of 1Q Catastrophe Losses -- Charles Graham   Large Pharma 1Q Growth to Benefit From Covid-19, Favorable Base -- John Murphy  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.

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:Coinbase Is More Than an Exchange as Amazon's More Than a Store -- Julie ChariellBI Crypto Report: Ethereum, a Revolutionary Tech/Asset -- Mike McGloneAgency Mortgage Index May Shrink If Borrowers Seek Alternatives -- Erica AdelbergEuropean Utilities' Energy-Transition Focus Outweighs Dividends -- Patricio AlvarezThe 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.

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:10 BI Focus Ideas to Watch: Catalysts, Triggers Ahead in 2Q -- Tim Craighead2022 Outlook: U.S. Investment-Grade Corporate Credit and 2022 Outlook: U.S. Corporate High-Yield Credit -- Noel HebertLululemon to Set New Long-Term Targets; Bets on Shoes -- Poonam GoyalInflation Plus Duration Equals Confusion for Small-Cap Stocks -- Michael CasperNubank's Cost Edge Paves Way for 2023 Profit -- Diksha GeraThe 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.

(Bloomberg Intelligence) -- In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:U.S. Tech China De-Risking Hinges on Semiconductor Independence: Mandeep Singh  Confidence Dent in Europe Favors Capex, With Dividends on WatchU.K. Discounters Advance as Inflation Influences Market Share: Charles Allen  Lease Landslide Adding Billions for GM, BMW Amid Tight Supply: Kevin TynanEnergy Bond Markets May Long for the Day When Oil Was $85: Spencer Cutter 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.

(Bloomberg Intelligence) -- In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:U.S. Crypto Policy Favors Bitcoin, CBDC, Miners, Not Exchanges: Nathan DeanCommodity Sectors Lead as War, Inflation Unsettle EU Scorecard: Laurent Douillet Booting Russia From WTO Needs Forceful EU Response: Clelia Imperiali  Investors Gaining Conviction in Fracking Recovery: Scott LevineHVAC Above-Average Growth Sustainable on Climate Concerns: Karen Ubelhart 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.

(Bloomberg Intelligence) -- In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:Russia-Ukraine War Boosts FX Regionalization; Dollar's Not Done and Euro Upside Looks Tempting, But Parity Risk a Flashing Red Light -- Audrey Childe-FreemanMetal-Demand Destruction Looms Amid Labored Price Normalization -- Grant Sporre  WTI's Spread to Brent Would Soar If Ukraine Tensions Escalate and Regulatory Relief May Slow Spiking WTI, U.S. Natural Gas Prices -- Fernando ValleParamount, Turner May Nab $1.2 Billion in March Madness Gladness -- Geetha RanganathanA Promising Push for $52 Billion to U.S. Semiconductor Industry -- Matt Schettenhelm 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.

(Bloomberg Intelligence) -- In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:Will Hares: Brent Oil Skewed to Upside as Sanctions Risk Looms: BI Commodity and Europe's Gas Crisis Sees Equinor Uniquely Positioned: BI FocusConroy Gaynor: Ukraine Invasion Puts Wizz Air, Ryanair, Lufthansa Most at RiskTomasz Noetzel: ABN to UBS: Catch a Falling Knife vs. Wait on the SidelinesShaheen Contractor: Are ESG-Friendly Stocks Overpriced? Our Analysis Says No and ESG Funds Avoid Buffett, Meta While Loving Microsoft, AlphabetAndrew Silverman: Gambling, Ganja and Tech Should Be U.S. States' Key Tax TargetsThe 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.

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: -- Matt Palazola: Berkshire 4Q Shows Earnings Strength, Slowing Buybacks -- Guarav Patankar: EM 360: Russia's War May Not Break Asean, Latin America Equities -- Eileen Segall: Matterport Leads in Large Potential Market for 3D Indoor Capture -- Jonathan Palmer: The Future Is Now: Health Care's Path to Digital Transformation -- Diana Gomes: Food-Delivery Funding in Focus as Rivalry May Keep Denting Cash 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.

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:* Gina Martin Adams: Economics Back to Top of Mind Puts Stocks on Their Back Foot* Woo Jin: Corning Poised to Crack $15 Billion Sales Glass Ceiling in 2022* Himanshu Bakshi: Block's Challenge Is to Sustain Growth and Improve Profitability* Poonam Goyal: Rent's Access Model Has Reach, Dwarfs Sharing-Economy Peers* Erhan Gurses: Vodafone, Orange, DT Tower M&A Has Solid Rationale, MonetizationThe 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.

In this week's Bloomberg Intelligence radio show:* Damian Sassower: The return potential in global fixed income* Herman Chan: U.S. regional banks poised to reap margin gains on rising interest rates* Hoai Ngo: Mattel's bullish outlook on toys* George Ferguson: Fare, profit pressures from large leased fleets* Sonia Baldeira: Water scarcity as a driver of M&AThe 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.

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:-- Anurag Rana on why software IPO valuations could compress 30% or more-- Michael Dean on Ferrari's profit hitting $155,000-a-car with EV challenge ahead-- Mary Ross Gilbert on how AB InBev could use excess cash to reach Single A -- Grant Sporre and the margin threat to gold producers-- Erica Adelberg on how mortgage rate increases are changing the origination businessThe 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.

(Bloomberg Intelligence) -- In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:-- Beyond Meat Needs KFC Offer to Hatch More Than Nugget of Growth-- Rekindled Cannabis Reform, Market Shakeout Needed to Stop Swoon-- Equinor Is Uniquely Positioned for Europe's Gas Crisis: BI Focus-- Breyer's Exit Won't Alter Supreme Court's Business Friendly Bent-- After a Boom Year, Broader Reach May Rescue ESG ETFs From RisksThe Bloomberg Intelligence radio show with Paul Sweeney and Alix Steele 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.

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:  Amine Bensaid: Microsoft Metaverse Push May Fire Up Video-Game Wars Michael Casper: Duration Danger! Tech Stocks at Risk, Not All in Equal Measure Michael Halen: IPOs and M&A for U.S. Restaurants May Moderate After Red-Hot 2H Adeline Diab: ESG to Hit $41 Trillion Assets in 2022, Spurred by U.S. Market. Also, Green Bonds’ Growth Boosted by Taxonomy, Infrastructure and EM Paul Vickars: Oil Majors Have a Unique $40 Billion Bond-Redemption Opportunity  The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steele 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.

In this week's Bloomberg radio show, Sam Fazeli says why omicron is such a risk to the U.S., even though it's less severe than earlier variants. Tim Craighead discusses his view that U.K. cyclicals are positioned to outperform defensives. Jody Lurie offers her take on Yum!'s next moves after working on its capital structure. Christopher Ciolino explains why he is optimistic about machinery demand, and Salih Yilmaz says recent exuberance aside, oil's longer-term risks are significant.The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this edition of BI radio, our analysts focus on thematic investing: Eric Balchunas says why he thinks U.S. ETFs are poised for rapid growth in 2022. Julie Chariell gives her outlook for the digital payments sector coming off a tech selloff that dragged down shares. Kevin Tynan discusses the brightening outlook for electric vehicle makers, while Matthew Kanterman looks at companies exposed to the metaverse.The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's edition of the Bloomberg Intelligence radio show, Geetha Ranganathan notes that streaming is beginning to emerge as a drag on profitability for broadcasters. Mahesh Bhimalingam explains why European corporate credit could be in for a brutal year. Jon Tyce gives his outlook for European banks. Sue Munden says why she thinks European REITs could outperform indexes in 2022, and James Seyffart details the quandary Bitcoin futures ETFs have created for the SEC.The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this special year-ahead edition of Bloomberg Intelligence radio, Chief U.S. Rates Strategist Ira Jersey discusses how potential Federal Reserve rate hikes aid his view of a 2% yield on the 10-year Treasury note by year-end 2022. Senior Fintech Analyst Julie Chariell says why companies with digital wallet apps are poised to outpace traditional big tech. Senior Tech Analyst Mandeep Singh notes that strength in chips for data centers, handsets, autos and industrials should continue. Senior Consumer Products Analyst Jennifer Bartashus says Covid-19 operating challenges will persist into 2H for packaged food makers. And Chief U.S. Equity Strategist Gina Martin Adams shows why stocks are poised for another year of above-average returns.The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

One of the most iconic brands in financial television returns for today's issues and today's world. On this edition of Wall Street Week, a look back at 2021. Guests include Bank of America CEO Brian Moynihan, former Treasury Secretary Steven Mnuchin, Ford CEO Jim Farley, Willett advisors Steve Rattner and former Treasury Secretary Larry SummersSee omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence radio show, Alison Williams discusses why T. Rowe Price, Franklin Resources, Invesco, Morgan Stanley and UBS could thrive in a potential stock-picker's market next year. Jeff Langbaum explains why apartment, senior-housing and office REITs may be set up for big top- and bottom-line gains in 2022. Mike Dennis shows why nuclear fusion could be a $40 trillion game changer. Brian Egger notes that Wyndham and InterContinental are poised to stand out in the lodging recovery, and Grant Sporre shows how easing semiconductor shortages and falling coal prices position European steelmakers to outperform other cyclicals.The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence radio show, Director of Market Structure Research Larry Tabb explains why after years of decline, the buyside is hiring brokers. Michael Shah lays out the top pharma M&A targets. Stephen Flynn says why Comcast has the firepower to do a big deal and buybacks. Diana Rosero-Pena shows how Thrive could comfortably hit its $2 billion market cap target in an IPO. Tomasz Noetzel addresses the sanctions overhang for Russian banks in 2022.The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In the BI Radio show this week, Mike McGlone says why he thinks commodities are set to decline in 2022, and how Bitcoin is changing the old guard. Geetha Ranganathan shares her view that the streaming arms race could cost $150 billion next year. Sonia Baldeira gives her year-ahead outlook for global building materials. Matthew Martino says rising Covid-19 variants are unlikely to derail a recovery for online travel providers, and Conroy Gaynor discusses why omicron could intensify a battle for market share among budget airlines.The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

On the Bloomberg Intelligence radio show this week, Poonam Goyal says how more modest discounts this holiday season bode well for retail margins. Shaheen Contractor discusses the rapid growth of assets in ESG ETFs, and the challenges they face. Talon Custer shares his view of the 2022 global LNG market. Paul Gulberg details why private equity is on a roll and may top five-year goals ahead of schedule. Gaurav Patankar says why his emerging market sector scorecard shows a cyclical tilt, and which sector is at top.The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

On this week's Bloomberg Intelligence radio show, Damian Sassower shares his views on the Turkish lira, Chinese property sector and elections in Argentina and Chile. Audrey Childe-Freeman says there's more to the euro weakness than dollar strength. Hoai Ngo shows why brick & mortar may enjoy a holiday renaissance. Charles Graham says how asset managers are set to become enforcers of carbon change policies, and Mary Ross Gilbert sees an inflation reprieve on the horizon for food and beverage makers.The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

This week on the Bloomberg Intelligence radio show, Chief Equity Strategist Gina Martin Adams talks about why the robust consumer backdrop, and the support it provides for S&P earnings gains, may fade. George Ferguson shows how low-cost carriers have momentum exiting the pandemic. Karen Ubelhart shares her view that General Electric's split into three companies will create only modest value. Philip Richards details which European banks are best positioned for margin gains if interest rates rise and Chris Perrella explains why a tight lithium market aids SQM.The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's BI radio show, Mandeep Singh says why Facebook's Metaverse faces a slow path to traction. Supply chain pressures are a persistent theme: Ann-Hunter Van Kirk discusses how pharmaceutical companies will deal with the problem and Kevin Tynan weighs in on the impact on automakers. Matthew Palazola notes that Berkshire Hathaway's cash is at a record, but there are concerns on the horizon. And Stephane Kovatchev notes that a spun off Daimler Truck should have strong ratings and liquidity. The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's BI radio show featuring our analysts and their research, pharma analyst Sam Fazeli suggests booster effectiveness appears to fade, making annual Covid shots likely in coming years. Julie Chariell discusses how Robinhood's risk from a shift in demand. Jon Tyce shows how persistent inflation is aiding net interest income outlooks for European and U.S. banks. Drew Reading lays out the next growth path for U.S. home centers. Andrew Silverman says which sectors would be boosted by the penny's demise.The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence radio show, Robert Schiffman says why he thinks Amazon.com's gross cash could top $100 billion in 12-18 months. Will Hares details why COP26 standards could raise emissions pressure on European oil majors. Rob Du Boff shows how investors are borrowing from the corporate raider playbook to pressure companies on ESG. Jody Lurie discusses how bottlenecks and staff shortages are hurting credit profiles of consumer staples and cyclicals. And Duncan Fox lays out the narrow path to a profitable holiday for European packaged foods companies beset by supply-chain disruptions, shortages and rising wages.The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's version of Bloomberg Intelligence radio, Fernando Valle previews oil E&P earnings and explains why WTI's discount to Brent is likely to stay narrow through year-end. Lee Klaskow notes that trucker sentiment is driving bullish rate expectations. Laurent Douillet says to look beyond 35% EU EPS growth -- the devil is in the details. Mustafa Okur shares his view that European industrials' 3Q earnings reports will be all about costs. And Eileen Segall says Bentley Systems is well poised for a wave of infrastructure spending.The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

This week's Bloomberg Intelligence radio show features Eric Balchunas discussing his view that Bitcoin ETFs may have a rocky start, based on the futures mutual fund flop. Charles Allen shows how commodity inflation is starting to pressure supermarket prices. Deborah Aitken says why Procter & Gamble is well positioned for the pandemic economy and recovery. Herman Chan notes that regional banks may see a revenue boon from a steeper yield curve. And Douglas Rothacker lays out the $10 billion opportunity for General Dynamics in long-range jets.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio Show, featuring our analysts and their research, Anurag Rana says why the Street could be underestimating the iPhone 13’s sales potential. Jennifer Bartashus discusses the $60 billion buy-local opportunity for Kroger, Albertsons, Sprouts, Ahold Delhaize and Walmart. Scott Levine shares his view on why the oil-price surge may bring only middling effects for offshore drillers. Paul Vickars says threats outweigh opportunities for global utilities in the power price surge. And Iwona Hovenko says why U.K. homebuilders Persimmon, Barratt, Taylor Wimpey and Bellway could navigate inflation in the near term.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's radio show featuring Bloomberg Intelligence analysts and their research, Alison Williams discusses why Wells Fargo and Bank of America may be best positioned among big banks for interest rate increases. Matthew Bloxham says the music industry's growth tear is a boon for labels and platforms. Amine Bensaid shows how Spotify could top estimates and add 20-25 million paid subscribers by 2023. Patricio Alvarez explains why Europe's natural gas rally may have implications beyond 2021, and Kenneth Shea discusses his survey showing why Coca-Cola, PepsiCo, Monster Beverage and Constellation Brands are well positioned to capitalize on beverage trends.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's radio show featuring Bloomberg Intelligence analysts and their research, Mandeep Singh shows why social media companies such as Facebook and Pinterest may see a slower pace of growth in online ad views. Joel Levington shares what his analysis reveals about why certain industrials have outperformed. Michael Casper sounds the alarm bells about the risk that inflation and high leverage pose to small-cap stocks. Diana Rosero-Pena discusses strong underlying grocery shopping trends, and which categories stand out, as seen in the latest IRI data. And Louise Parker explains how Philip Morris may be attempting to counter ESG concerns.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's radio show featuring Bloomberg Intelligence analysts and their research, Michael Dean notes that Porsche is emerging with a strong lineup of battery-powered electric vehicles. Gina Martin Adams explains why Europe poised to lead global stocks as global growth slows. Poonam Goyal lays out her scenario analysis showing Allbirds could garner more than $1 billion in sales by 2025. Spencer Cutter says oil producers have over $30 billion in cash on hand, but with no near-term maturities, may be forced to borrow at a premium to pay down debt. Mahesh Bhimalingam explains why Europe bonds are poised for a comeback.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's radio show featuring Bloomberg Intelligence analysts and their research, Mike McGlone says Bitcoin has little resistance on a path to $100,000 and Ethereum to $5,000. Sarah Jane Mahmud shows why a probe of DWS in the U.S. could be a canary in the coal mine for regulators and ESG funds. Chris Cain gives his take on why stocks with the least top- and bottom-line (fundamental) volatility could extend their hot streak and Diana Gomes notes that a return to normal and receding profit are spurring food delivery competition. Fixed income analyst Mike Holland says Acadia Healthcare is locked and loaded with $1 billion in debt capacity for potential deals.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's radio show featuring Bloomberg Intelligence analysts and their research, Nathan Dean lays out potential winners in the $1.2 trillion Infrastructure Investment and Jobs Act. Matthew Palazola discusses how heavily Hurricane Ida will weigh on insurer earnings. Geetha Ranganathan says how much Netflix could earn if it embraces ad sales. Conroy Gaynor looks at the next wave of hotel consolidation, and Aitor Ortiz says Mastercard has a $19 billion risk that won’t go away quietly.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's radio show featuring Bloomberg Intelligence analysts and their research, Sarah Jane Mahmud discusses how MiFID II pressure is easing on research services, but the gap in how they are paid for is widening. Chief U.S. Rates Strategist Ira Jersey notes that signs of concern over the debt limit are showing up in Treasury-bill pricing and liquidity. Julie Chariell names the fintechs she views as best-positioned for crypto use. Robert Schiffman shows how investors are swapping to Alphabet bonds from Microsoft for pennies on the dollar, and Jennifer Rie explains why Facebook will probably be stuck litigating the FTC antitrust lawsuit for a while. The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's radio show featuring Bloomberg Intelligence analysts and their research, Jennifer Bartashus shows why plant-based foods will soon be a $162 billion business. Anurag Rana discusses how a return to office will buoy software sales, but with a more measured growth pace. Johnson Imode says rising costs are creating choppy seas for European industrials. Kenneth Shea shows how IRS litigation could pressure Coca-Cola's dividend and ratings, and Matthew Martino relates how a pivot to a subscription model could bode well for TripAdvisor.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Brian Egger lays out the perilous road in Las Vegas and Macau that MGM is traveling to recovery. Shaheen Contractor discusses BI's new carbon transition scores and targets for global miners, and offers her take on who can meet the Paris climate accord targets. Sue Munden discusses how prime space may help European REITs stave off major declines. Eshan Toorabally shows how building materials distributors are benefitting from the pickup in the U.K. housing market, and George Ferguson says the end of summer is bringing a reality check for U.S. and European airlines. The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Alison Williams assesses the state of big bank equities trading and M&A fees, Rob Barnett breaks down the pace of solar capacity additions this year and Eric Kazatsky discusses the hot run by tax-exempt municipal bonds. Michael Halen digs into casual dining's recovery from the pandemic and Kevin Ryan explains how insurers may benefit from the cyberthreats exposed by Covid-19.Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Sam Fazeli examines why the efficacy of Pfizer-BioNTech's vaccine varies wildly from Israel to the U.K. and Gina Martin Adams discusses how surging delta-variant cases could change investment strategies. Damian Sassower sheds light on the role emerging markets will play on global equities, Mike McGlone addresses the question of whether commodities have peaked, and Ira Jersey breaks down the Fed's FOMC meeting.Hosts: Alix Steel and Paul Sweeney. Producer: Tim HerroThe BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Julie Chariell and Larry Tabb team up to explain Robinhood's risk from falling volume of payments for order flow ahead of its IPO. Michael Kay explores the pros and cons of Exxon's use of new techniques to develop its Permian assets. Deborah Aitken lays out the back half of the year for global luxury-goods companies and Ann-Hunter Van Kirk details a scenario in which CRISPR's sales might beat consensus and reach $3 billion.Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Ira Jersey discusses how the rates market may be pricing for a Fed policy mistake. Jennifer Bartashus shows how Amazon could poach $605 million in revenue from grocery rivals and details who could get hit the worst. Sarah Jane Mahmud discusses how European buy-side firms have navigated a challenging landscape with minimal disruption. Paul Gulberg discusses his midyear outlook for global exchanges and Chris Ciolino says why he expects the construction equipment revival could extend into 2022-23.Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

When Inflation Becomes a Winning Formula in Europe: PodcastIn this week's broadcast featuring Bloomberg Intelligence analysts and their research, Will Hares identifies which sectors and companies could benefit from inflation in Europe. Gaurav Patankar talks about how investors may play Brazil, Russia and India if the Federal Reserve raises interest rates. Karen Ubelhart discusses how Carrier could boost its valuation by spinning off the Fire & Safety business. Lindsay Dutch says retail REIT funds from operations may not recover for a few years, but green shoots are appearing. And Erhan Gurses shows why outperformance opportunities could be limited for European telecom operators.Hosts: Alix Steel and Paul SweeneyThe BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Eric Balchunas explains why he thinks smart-beta ETFs will continue to grow and take share from active mutual funds. Audrey Childe-Freeman looks at the dollar's medium-term bearish drivers. Joel Levington says Nio is on a faster path to profitability. Salih Yilmaz discusses OPEC+'s role as demand recovers. Amine Bensaid explains why Roku's valuation could make it too costly to acquire.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence podcast featuring our analysts and their research, Mandeep Singh discusses which Internet sector companies are best positioned to outperform. Industry economist Carl Riccadonna says why small-cap margins may be aided by the inflation spike. Brandon Barnes says President Biden's moratorium on new oil and gas leases on federal land has made noise but done little to hurt E&Ps. Sonia Baldeira discusses the promise of "Build Back Better." And Ben Elliott lays out the ramifications of capital rules for Bitcoin and other crypto assets proposed by the Basel Committee.Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence podcast featuring our analysts and their research, Jonathan Tyce discusses why prospects are brightening for European banks into year-end. Christopher Cain says a rare Venn diagram coupling lower valuations with the biggest-momentum S&P 500 stocks may stick. Adeline Diab discusses a watershed moment for ESG, with debt sales potentially reaching $1 trillion this year. Erhan Gurses says southern European telecom providers could tap into a $1 trillion EU recovery fund. And Himanshu Bakshi details Canadian banks' rising housing risk.Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence podcast featuring our analysts and their research, Fernando Valle shows why refiners' recovery may be limited even as U.S. gasoline consumption is soaring. Andrew Silverman reveals who would be most affected by potential global minimum taxes and tax-reporting disclosures. Tim Craighead shows which FTSE groups could benefit from a strong pound. Jody Lurie discusses how pent-up demand could restore travel, leisure and gaming company balance sheets, and Joshua Zaret explains why lumber prices may stay elevated even after a potential 2022 correction.Hosts: Alix Steel and Paul Sweeney.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence podcast featuring our analysts and their research, Anand Srinivasan shows how Apple's new 5G phones are uniquely positioned to expand the user base. Jennifer Rie explains why Amazon is likely to overcome political opposition and win antitrust approval for its proposed purchase of MGM Studios and the James Bond franchise. James Seyffart says strategies may differ, but inflation-focused ETFs are seeing a surge of inflows. Michael Shah shares how he thinks European pharmaceutical companies should allocate capital. Kevin Ryan explains what's driving his expectation for an uptick in European insurer M&A deals.Hosts: Alix Steel and Paul SweeneyThe BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence podcast featuring our analysts and their research, Gina Martin Adams shows why producer prices are suggesting trouble for stocks. Waste companies, by contrast, will see more good than harm from inflation, Scott Levine says. Damian Sassower discusses how markets are pricing in a lack of state support for Huarong’s offshore creditors. Deborah Aitken shares her view on how consumer discretionary companies will allocate capital. And Tatiana Lisitina says e-tailers are loading their war chests, with digital Darwinism sparking M&A.Hosts: Alix Steel and Paul SweeneyThe BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence podcast featuring our analysts and their research, Poonam Goyal says the pandemic-fueled digital shopping surge is likely here to stay. So too are supermarkets seeing the boom, with Jennifer Bartashus suggesting digital sales there to reach 14% by 2025. Kevin Tynan says the chip shortage will tighten up automaker inventory and raise profit, but lost inventory could turn into lost revenue over the longer term. Geetha Ranganathan believes a deal with Warner would push Discovery into the streaming big leagues. Drew Reading shows how pricing power is expanding homebuilder margins.Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Julie Chariell discusses the retail green shoots that emerged in April, with spending at brick-and-mortar outlets beating that of online. Christopher Cain says value stocks' momentum may be slowing. Warren Buffett is likely to stay conservative in 2021, Matthew Palazola notes. Arun Kumar believes that the hangover from Covid-19 and natural catastrophes could top $100 billion for insurers. John Butler says Dish's 5G strategy may leave the company frozen out.Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Robert Schiffman discusses what soaring free cash flow and accelerating returns mean for Apple's credit profile. Athanasios Psarofagis says why global exchange-traded product assets could hit $10 trillion this year. Diana Rosero-Pena explains her view that Freshpet can increase its revenue sixfold by 20205, and far outpace its own goals. John Murphy tackles the puzzle that is Moderna's valuation and finds potential upside. Andrew Cosgrove says his sum-of-the-parts analysis shows Alcoa's valuation multiple may be more modest than thought.Hosts: Alix Steel and Paul Sweeney. Producer: Tim HerroThe BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Mandeep Singh shows how security features are driving faster-than-expected cloud computing growth. Jonathan Palmer discusses the stabilizing outlook for the drug industry supply chain. Huw Worthington lays out what ECB President Christine Lagarde needs to do to reverse rising yields. Eily Ong discusses gold's comeback as a store of value to central bankers. And Stephen Flynn says Netflix can spend $17 billion on content and keep a solid balance sheet.Hosts: Alix Steel and Paul Sweeney. Producer: Tim HerroThe BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Eric Kane discusses the depth of the challenge for global utilities to reach carbon-neutral targets. Shaheen Contractor looks at what's under the hood in ESG ETFs. Simone Andrews talks about green bonds' performance and BI's tracking tool. Rob Barnett examines the green ambitions of European oil companies. Vince Piazza shows why the fundamental setup is better for natural gas than for oil.Hosts: Alix Steel and Paul Sweeney. Producer: Tim HerroThe BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Poonam Goyal discusses surging apparel sales and retail spending increases. Nathan Dean examines what President Joe Biden's infrastructure plans mean for construction, heavy machinery and other industries. Kenneth Shea details Coca-Cola Femsa's prospects as it navigates challenging markets. Anurag Rana gives his take on the implications of Microsoft's Nuance acquisition and Tomasz Noetzel explains why $103 billion in sovereign debt is critical to Turkish banks.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Sam Fazeli examines how Covid-19 data in the U.K. and Israel clearly demonstrate the impact of vaccinations, Alison Williams looks at the effect the Archegos implosion will have on banks' equities trading results and George Ferguson discusses options for cash-rich industrials. Mike McGlone delves into the evolution of Bitcoin adoption and Rob Barnett talks about rising carbon prices in the European Union. Hosts: Alix Steel and Paul Sweeney The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Herman Chan discusses the effect higher long-term interest rates will have on bank earnings, Jeffrey Flynn explains how rising 10-year yields could support M&A in the life insurance sector, and Sue Munden looks at the haves and have-nots among European REITs as yields tick higher. Mandeep Singh breaks down the effect economic reopenings could have on internet travel companies like Expedia, Lyft and Airbnb, and Georgi Gunchev explores what the ECB's $4.7 trillion in excess liquidity means for Europe's banks.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Jennifer Bartashus shows how Dollar General's new Popshelf chain, targeting higher-income shoppers, could reach $1.9 billion in annual revenue by 2025. Brian Egger discusses what the return of the NCAA basketball tourney means for the gaming industry's monthly sports win. Charles Allen lays out how the shift in Europe fashion shopping to online is affecting legacy retailers, such as Zara and H&M. Lee Klaskow addresses the Canadian Pacific, KC Southern deal, which will create a bigger, better network. And Joel Levington says why he thinks Ford's default risk is too high.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Audrey Childe-Freeman discusses why she views the Norwegian krone, Aussie and sterling as well-positioned in the yield story. Eric Balchunas shows how the ETF rotation to value from growth could produce ARKK-style inflows. Matthew Bloxham lays out the challenge for a European telecom carrier cash-flow rebound. REIT analyst Jeffrey Langbaum says Sun Belt rents have held up better in coastal markets, but a change may be coming. Jody Lurie details her post-pandemic credit outlooks for Hilton and Hyatt.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Julie Chariell shares her view on Coinbase's strategy to add more institutions and professional traders. Geetha Ranganathan discusses what the ever-narrowing gap between content release and streaming means for box office profit. Gina Martin Adams speaks to the impact of what rising household savings and pent up demand could mean for markets. Eric Kazatsky looks at how the stimulus bill could affect the muni bond markets, and Sarah Jane Mahmud details how a new EU rule is creating headaches for asset managers.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Damian Sassower discusses how a smart-beta approach to currency management can improve absolute and risk-adjusted returns in EM local debt. Gaurav Patankar shows why BI's fair-model value expects upside for the MSCI Emerging Markets Index. Adeline Diab reveals 11 green stocks identified by BI analysts that missed the rally but could be poised for improved prospects. Andrew Silverman says proposed changes to the foreign-tax credit mean higher taxes for tech, banks and retail. And Jeroen Julius shares his view on why European banks' capital and liquidity may be set for a decline.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Ira Jersey looks at how TIPS may need to be reimagined given it could be difficult for inflation to reach projected heights. Fernando Valle says the Texas freeze not only exposes the fragility of the power grid, but also of refiner and E&P balance sheets. Mike Dean gives his views on prospects for Porsche in the event of an IPO. Conroy Gaynor details how a European travel recovery may look for public travel companies. And Michael Halen explains why a January bump in casual dining same-store sales may be temporary.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Kit Konolige discusses what the Texas power outages mean for generators and the grid. Laurent Douillet shows how value factor investing is losing momentum in Europe. Simone Andrews discusses green bond funds' outperformance in a risk-on environment. Herman Chan shows how the cryptocurrency price surge is powering Signature Bank's digital deposits. And Karen Ubelhart tells why Emerson's CEO transition may reignite speculation about a breakup.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Anand Srinivasan gives his take on how higher mobile, auto and industrial chip demand, combined with shortages, is skewing the market. Eric Balchunas talks about efforts to revive the VanEck Social Sentiment ETF. Shaheen Contractor details the surge in ESG ETF assets, Elchin Mammadov discusses how the hydrogen boom may pit oil and gas against utilities and Grant Sporre shows where metals investors are finding value.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Gina Martin Adams examines whether the speculative retail trading surge signals an equity bubble, Larry Tabb looks at what may come out of GameStop's wild ride and James Seyffart discusses the exodus from retail ETFs as a result. Julie Chariell looks at why fintech and low-cost airlines could lead a travel recovery, and Will Hares has BI's 2021 global energy predictions.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Julie Chariell discusses how PayPal is making digital wallets ubiquitous. George Ferguson says recertification of Boeing’s 737 Max sets the stage for better profit and cash generation in 2021. Diana Gomes shows how Delivery Hero's Woowa acquisition allows the former to expand beyond meal delivery. Rob Barnett gives his take on Wizz Air's post-Covid recovery path. And Christopher Ciolino lays out the challenges facing new CNH Industrial CEO Scott Wine, who must navigate the company's breakup.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Poonam Goyal discusses how stimulus checks and a gift-card surge may be a late 4Q boost for retailers. Anurag Rana explains why he thinks Qualtrics' growth could bounce back, and gain 30%. Drew Reading tells why the Street may be underestimating Floor & Decor's 2021 sales. Johnson Imode addresses how European industrials are benefitting from record valuations. And Mahesh Bhimalingam shows how corporate credit outperformed equities in Europe's Covid-19 rout and rally.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Adeline Diab tracks the growth of global ESG assets, Nathan Dean and Brian Rye break down industry and regulatory impacts of the Georgia Senate races, and Salih Yilmaz looks at what Saudi production cuts mean for global oil dynamics. Finally, Spencer Cutter examines the effect low yields might have on junk energy issuers.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway. The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Kevin Tynan notes that despite its surging market cap, Tesla's missing of its 2020 delivery goal shows it's still a niche player with margin challenges. Mike McGlone lays out the delicate balancing act of selling bitcoin. Damian Sassower says why emerging-market return expectations should be tempered. Robert Schiffman looks at Uber's potential plans for its $4 billion bond stack, and Lindsay Dutch discusses why data-center REITs are outperforming peers.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Fernando Valle lays out the divergent paths for global integrated oil producers, with U.S. constituents seeing a return to normalcy and European counterparts ceding market share to meet zero-emission goals. Jon Tyce lays out the challenge for EU banks to maximize capital-return prospects and manage more than 7.5 trillion euros of risk-weighted assets. Credit analyst Jody Lurie explains why $76 billion in cruise ship assets won't likely solve the industry's cash flow woes. Jeffrey Flynn gives his take on the 2021 outlook for North America life insurers, and Lee Klaskow his view on the year-ahead prospects for logistics providers.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Stephen Flynn examines why Verizon may not achieve sustained, net unsecured leverage within its target range until 2023, while Diana Gomes discusses how HelloFresh's ready-to-heat meals may help it weather fewer people cooking from 2H21. Alison Williams says asset-management consolidation should bolster industry economics, Christopher Perrella talks about how Albemarle's Ebitda growth can top consensus, and Matthew Palazola breaks down the effect the pandemic is having on workers comp losses and commercial P&C insurers.Host: Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Sam Fazeli looks at how the Covid-19 vaccine is rolling out in different regions. Noel Hebert suggests there's more trouble ahead for investment grade debt and notes the odd path high yield is taking to improvement. Eric Kazatsky discusses how muni bonds have been surprisingly resilient in the face of the pandemic. Mandeep Singh explains why DoorDash could sustain its triple-digit growth and reach Ebitda profitability in 2021. And Julie Chariell notes how Affirm is riding the buy now, pay later wave.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Michael Casper tells us how catalysts come together for small-cap stocks to outperform larger peers, while Jennifer Bartashus examines which retailers are poised to dominate the holiday shopping season. Eric Kazatsky explains the effect that demand for tax-exempts will have on the municipal-bond market, and Sonia Baldeira delves into what a Covid-19 vaccine and pre-flight testing could do for struggling airports. Arnold Kakuda discusses how Federal Reserve support on the biggest U.S. banks may be underappreciated.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Mandeep Singh explains why Airbnb is positioned for a successful IPO. Jonathan Palmer discusses how McKesson, Amerisource and Cardinal should be able to overcome Covid-19 vaccine distribution challenges. Chris Ciolino says surging orders suggest heavy-truck production expectations are too conservative. Poonam Goyal notes that online shopping and earlier promotions could bring robust Black Friday sales, and Rob Barnett discusses the U.K. Green recovery plan's impact on oil demand.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, currency strategist Audrey Childe-Freeman explains why she thinks the recent dollar gains may not hold. Woo Jin Ho details his scenario analysis that suggests F5 Networks could beat analyst EPS estimates by 10-15%. Global renewables analyst James Evans notes that solar-energy demand may rebound sharply in 2021, and discusses which companies are well-positioned to capitalize. Kevin Tynan shows how automakers are poised to turn pandemic-related cost cuts into profit gains, and Eric Balchunas details how S&P 500 membership would raise the bar for Tesla.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Chief U.S. Equity Strategist Gina Martin Adams discusses what's driving the post-election rally. Director of Fixed Income Strategy Noel Hebert gives his outlook for corporate credit, showing how Treasury gains are paving a path for lower yields in investment grade debt. Tech analyst Anand Srinivasan reveals why China may face greater challenges than the U.S. in the tech cold war. George Ferguson addresses the cash-flow bump Boeing can expect from the Max's return to service, and Washington, D.C.-based policy analyst Brian Rye talks about the impact on health care of a President Joe Biden and a Republican Senate.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Matt Bloxham looks at the threat posed by Elon Musk's SpaceX Starlink to telecom carriers worldwide as it reaches critical mass. Eric Kane lays out the two sides -- ambition and inaction -- of the oil and gas industry's transition to reduce greenhouse gas emissions. Alison Williams says that while balance sheets of the big banks improved, the pandemic remains a provision risk. Ken Shea says voters' choices will ignite a marijuana sales boom. Stephen Flynn digs into Netflix's leverage, which may be less by 2022 and better than Disney's.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, U.S. equity strategist Gina Martin Adams explains how stocks may be pricing in a Biden election and the large fiscal-spending package that may follow. Paul Gulberg says U.S. options and cash equities' activity may see a fourth-quarter lift as the elections drive greater volatility. Mandeep Singh lays out why the Justice Department's lawsuit against Alphabet may not change the company's fundamentals. Brian Egger calculates a 45% return on investment for Penn Gaming with its purchase of Barstool Sports. Simone Andrews explains why it matters that ESG debt issuance has surpassed $1 trillion.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Poonam Goyal looks at how the sixfold surge in first-time installment-payment users could be a holiday-sales boon to apparel retailers applying "buy now, pay later." Fernando Valle says ConocoPhillips' agreement to acquire Concho Resources aligns with a strategy of running shale assets for free cash flow rather than growth. Joel Levington explains why GE's risk is high and how to fix it. Michael Halen looks into why plant-based meats have lost interest at restaurants in the pandemic. Matt Bloxham lays out what Apple's 5G rollout means for European mobile carriers.Host: Alix Steel. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Mike McGlone discusses the bitcoin advantage of rising prices and tighter supply. EU credit analyst Huw Worthington shows how the S&P's impending review decision on Italy could create angst at the ECB. Jennifer Rie addresses the potential for greater antitrust scrutiny of big tech and pharma under a Biden administration. Ira Jersey details election implications for the Treasury yield curve, and Rob Du Boff discusses his research showing the link between board compensation and company performance.Host: Alix Steel. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Eric Balchunas says the new ETF covering the red-hot SPAC offerings will likely draw investment despite the muted potential for price pops. Andrew Silverman examines the impact of pro-climate tax plans on renewables, banks and ESG. Sonia Baldeira considers the Biden and Trump promises on U.S. infrastructure and what they will mean. James Blatchford lays out the growing threat to the oil industry from electric-vehicle policies. Salih Yilmaz explains whey OPEC may reassess its strategy amid shaky demand and new supplies from Libya.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Geetha Ranganathan says NFL ratings are down but not out, with Disney's megacast driving a comeback. Nathan Dean explains why retail-brokerage units at banks like JPMorgan, Bank of America and UBS may be pushed toward fee-based services while large asset managers like BlackRock and State Street could gain market share if Joe Biden wins. Nikki Hsu looks at how phasing out coal could rake in $10-$14 billion for Midwestern utilities. Grant Sporre shows how green initiatives are increasing demand for copper. Boyoung Kim digs into the pressure that's mounting on Twilio, starting with Microsoft's Azure.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Matt Schettenhelm explains the potential changes for adding federal controls over Facebook and Google if Joe Biden is elected president. Sue Munden says London City's offices want a renaissance to avoid becoming a ghost town. Gaurav Patankar lays out the five key themes to capturing emerging part of emerging markets. Elchin Mammadov reveals how the lines between Big Oil and utilities will get blurred amid Europe's green shift, while Brandon Barnes goes into the pipeline cancel culture of costs, confrontation and delays.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Mandeep Singh digs into the explosion of Snowflake's IPO and what it means for the potential offerings by Unity Software, Sumo Logic and other tech companies. When is a loss a win? Anurag Rana says Microsoft scored when it failed to buy TikTok. A Biden administration poses a risk to defense contracting, though Doug Rothacker says the impact might be minor. Adeline Diab explains what ESG ETFs may outperform gold after rising in tandem. Chris Ciolino looks at the impact U.S. agricultural equipment sales in the first phase of the trade agreement with China.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Julie Chariell explains what U.S. card-spending needs to recover. Brian Rye lays out potential changes for health care if Biden and Democrats win in the November elections. Athanasios Psarofagis says the increasing outflows for growth ETFs reflect a test of nerves. John Butler shows how the boost in 5G subscribers is likely in the fourth quarter, based on 4G's history. Vince Piazza says the energy industry's recovery is vulnerable to higher prices and reduced company discipline. The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Fernando Valle explains why U.S. energy needs could top any green deal initiatives under Biden. Herman Chan says regional U.S. banks' early credit indicator is flashing warning signs. Scott Levine digs into how waste companies and contractors may benefit from Hurricane Laura's cleanup. Iwona Hovenko says German construction is resilient to Covid-19 while costs ease. Damian Sassower speaks on emerging market creditors who are swapping quality for the carry trade as lower-for-longer interest rates prevail.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Poonam Goyal looks into the impact on retailers of this year's back-to-school shopping season addled by Covid-19 uncertainties. while Anand Srinivasan gauges the consequences for PC demand. Eric Kazatsky digs into the battle between heavyweights Vanguard and BlackRock in a municipal bond market altered by the pandemic. Kit Konolige explains why diversified utilities will weigh options for their non-U.S. power businesses as the virus and crude-oil price meltdown spur a new wave of divestitures of risky assets. Kevin Ryan says that weather woes point to the mismatch in insurer pricing.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, George Ferguson explains how airline balance sheets are getting weakened in the hunt for the cash they need to survive. Jennifer Bartashus shows how the back-to-school uncertainty may favor Walmart, Target and Costco, while Drew Reading looks at the implications of homebuilder confidence rising to the highest level since 1998. Jonathan Tyce says the big three U.K. banks face $20 billion of expected losses for 2020, and Woo Jin Ho says Cisco’s fiscal second half and 2021 may be pinched amid Covid-19 uncertainty.Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Larry Tabb shows how a seemingly innocuous SEC plan to modernize stock-market infrastructure will reshape the production, distribution and sale of data, potentially making U.S. exchanges more competitive. Shaheen Contractor examines how gender diversity on company boards may help their stock returns in the U.S. and Europe. Andrew Cosgrove says China is having a strong recovery in metals amid supply disruptions. Charles Allen reviews changes in consumer spending during the pandemic.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analyst's research, Sam Fazeli lays out the state of play of testing all of the potential Covid-19 vaccines. Eric Balchunas explains why active investors won't let Tesla relax if it becomes part of the S&P 500. Brian Egger looks at how the newly started pro sports seasons are risky bets to buoy media and gaming. Julie Chariell examines the disruption of business-to-business payments, while Michael Halen says restaurants are reducing their carbon footprint while cutting costs.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show, analyst James Blatchford lays out Democrat Joe Biden's potential policies for transportation and fuel if he were to win the presidency. ESG bond analyst Simone Andrews examines trends in green bonds and how social and sustainable bond issuance is surging. Tech analyst Mandeep Singh explains why sales at online travel companies could fall even more sharply. Analyst Rob Barnett talks about earnings for European airlines and Lufthansa. Trade analyst Clelia Imperiali explores the tensions between the U.S. and Europe and the potential outcomes. The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show, equity strategist Chris Cain looks at the impact of Robinhood on trading, stock picking and market prices. Technology analyst Anand Srinivasan previews Apple's earnings, while analyst Deb Aitken previews results for luxury and personal care companies and Duncan Fox lays out what's expected from beverage makers such as Diageo. Energy analyst Fernando Valle explores the impact of Chevron's proposed buyout of Noble and looks ahead to the sector's earnings.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

Race Disclosures? Can't Manage ESG That You Can't See (Podcast)In this week's Bloomberg Intelligence Radio show, ESG analyst Rob du Boffanalyzes the lack of company disclosures reporting on minorities in theirworkplaces, while Adeline Diab talks about the depth of green initiatives to beembedded in companies and governments as part of the recovery. AnalystAlison Williams previews the big bank and investment bank earnings that willstart reporting next week. Analyst Paul Gulberg gives his mid-year outlook forexchanges, and analyst Matthew Palazola examines how insurance brokers areplaying it safe with pricing compared with underwriters.The BI Radio show podcasts through Apple’s iTunes, Spotify and Luminary. Itbroadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship stationWBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM inWashington, 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.

In this week's Bloomberg Intelligence Radio show, pharmaceutical analyst Sam Fazeli lays out the state of play for companies racing to develop a Covid-19 vaccine. Software analyst Anurag Rana gives his outlook for the growth of digital (it's strong), while transportation analyst Lee Klaskow explains what the industry tells us about the U.S. recovery. Analyst Lindsay Dutch talks about how about self-storage REITs are affected by the pandemic, while analyst Jitendra Waral dives into the impact of ad boycotts on Facebook.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio podcast, media analyst Geetha Ranganathan talks about how delayed theatrical releases due to Covid-19 may prove a boon for Netflix. Fixed-income tech analyst Robert Schiffman shows how bond issuance lays out a tale of two companies in Tencent and Alibaba. Drew Reading gives his take on a home-builder rebound, U.S. Auto analyst Kevin Tynan discusses how automakers are ramping up their electric-vehicle efforts, and U.K. counterpart Michael Dean shows how auto supply chains are being reconfigured.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio podcast, chief U.S. rates strategist Ira Jersey shows how money supply and rates are correlated with elections. Retail analyst Poonam Goyal lays out why she thinks digital sales will double in five years. Elliott Stein discusses the legal fallout from virus-related litigation, Anand Srinivasan breaks down the iPhone market and Will Hares details BP's challenge ahead.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio podcast, Chief U.S. Equity Strategist Gina Martin Adams lays out the S&P 500's path to new highs. Laurent Douillet shows how stimulus has failed to juice European equity valuations and Sarah Jane Mahmud discusses moves to relax MiFID II rules to aid a recovery. Jitendra Waral notes that Amazon.com's rush to meet a coronavirus-related demand surge will come at a cost to profit, and Diana Rosero-Pena says organic and natural food sales are barreling ahead, undeterred by Covid-19.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.Running time 32:20See omnystudio.com/listener for privacy information.

Recession? Forgot to Tell Restaurant Stocks (Podcast)In this week's Bloomberg Intelligence Radio podcast, restaurant analyst Michael Halen addresses the disconnect between plunging restaurant revenue and the group's stock prices, which are 58% higher than the 13-year average. Amine Bensaid discusses the challenges facing AMC Entertainment, European REIT analyst Sue Munden reveals which sector REITs are most at risk during a coronavirus recovery scenario and Brian Egger details how the virus will lead to a shift in Las Vegas tourist spending. Also, Kenneth Shea talks about potential clear skies ahead for the cannabis industry.See omnystudio.com/listener for privacy information.

SoftBank’s Bold Alibaba Move; Prospering in a Lockdown (Podcast) In this week’s Bloomberg Intelligence Radio podcast, analyst Anthea Lai explains how SoftBank is using its Alibaba stake to capitalize its Vision Fund. Boyoung Kim looks at how Zoom is prospering in the coronavirus lockdown. Eric Kazatsky discusses how demand for tax-exempt income is overriding concerns about deteriorating municipal finances, Adeline Diab explains, using BI’s social purpose corporate response tracker, how companies are managing the pandemic, and Alison Williams focuses on poor hedge fund returns and a coming shakeout in the industry.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio podcast, analyst Glen Losev examines how the Covid-19 virus is pushing hospitals to the brink of financial ruin and analyst Karen Ubelhart discusses the impact on large industrial companies. ETF analyst James Seyffart talks about how Wall Street is game-planning which ETFs the Fed might buy. Director of Research Larry Tabb reviews the move to passive investing from active, volatility and industry infrastructure, and new exchanges.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 countries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio podcast, our analysts continue to sort through the coronavirus wreckage: Poonam Goyal discusses the impact on U.S. retailers, Herman Chan lays out the credit pain for U.S. regional banks and Mahesh Bhimalingam shows how European investment grade credit is faring. Shaheen Contractor reveals how ESG ETFs are navigating the crisis and Drew Reading measures the impact on the U.S. mortgage market.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio podcast, our analysts examine just some of the impacts of the coronovirus: analyst George Ferguson on how Boeing and Airbus plane values are falling; Kevin Tynan on how badly the auto supply chain will take shape and current status; Jennifer Bartashus on the meat supply chain and progress in packaged food; Damian Sassower on the risk to emerging debt and how they're diverging; and Laurent Douilett on 140 billion euros in dividend cuts across European equities.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio podcast, our analysts continue to delve into the impacts of the coronavirus: Jonathan Palmer on the health-care supply chain, Geetha Ranganathan on high speed Internet; Simone Andrews on social and sustainability bond issuance to double; and Lindsay Dutch on retail and industrial REITs. Fernando Valle looks into the impacts of lower and lower oil prices. The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio podcast, our analysts continue to delve into all aspects of the impacts of the coronavirus: strategist Mike McGlone on his outlook for global commodities (risks are tilted to the downside); analyst Alison Williams on investment bank earnings; Jennifer Bartashus on the supply chain squeeze; Joel Levington on $269 billion of potential downgrades on industrial debt; and Anurag Rana on his outlook for global IT services (better positioned than most). The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio podcast, our analysts continue to explain all aspects of the coronavirus: Alison Williams on the banks’ role in government stimulus as well as the prospect for financials this year; credit analyst Mike Holland on health-care providers, particularly the hit to ambulatory surgical centers; Jeff Langbaum on the meaning for North American REITs; and Damian Sassower on currency losses and the risk to emerging marketsovereign liquidity.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio podcast, analyst Jon Tyceshows how European bank dividends are under mounting pressure, and the recent ECB letter will be the catalyst for the next wave of payout cuts. Poonam Goyal looks at the Covid-19 impact on North American apparel retailers while Lee Klaskow examines trucking rates and demand. George Ferguson says defense spending will stimulate the economy, while David Dwyer tracks the virus’s spread.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.Running time 32:28See omnystudio.com/listener for privacy information.

n this week’s Bloomberg Intelligence Radio podcast, our analysts examine the many impacts of the coronavirus: Joel Levington on auto credit, Eric Balchunas on ETFs,2 Jennifer Bartashus on online shopping and packaged food, Fernando Valle on Big Oil and strategist Gina Martin Adams on the end of the S&P 500 EPS recession tunnel in 2Q.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio podcast, it’s all about our analysts examining the many impacts of the coronavirus on different companies and industries. Jitendra Waral looks at shipments and hiring at Amazon.com. Bond strategist Noel Hebert digs into credit liquidity. And there’s more analysis from Jonathan Palmer on the health-care industry, Mandeep Singh on the technology sector and Matt Palazola on U.S. insurer exposure to canceled events.The BI Radio show 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.

In this week’s Bloomberg Intelligence Radio podcast, energy analyst Will Hares outlines some of the many effects of oil's price plunge on Russia, Saudi Arabia and U.S. shale producers. Debt analyst Spencer Cutter shows how high yield energy companies may seek bankruptcy, starting with the spring borrowing base redetermination process. Telecom analyst John Butler says Apple's China sales will likely be hit hard by coronavirus. Analyst Phil Brendel looks at the broader market for distressed debt, while analyst George Ferguson reviews the effects of low oil prices on airlines. ESG analyst Shaheen Contractor shows how such ETFs have relatively outperformed.See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio podcast, Eric Balchunas examines the trading volume sparked by the coronavirus and why money isn’t flowing from ETFs. Fernando Valle looks at the state of play at Chevron. Ira Jersey and Alison Williams talk about currency rates, the repo market and where the Federal Reserve goes from here. Gina Martin Adams talks about the virus’ impact on the second half’s falling margins and how stocks are priced for panic but not a recession. Mike McGlone shows how most commodity prices are elevated and could drop.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.Running time 32:23See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio podcast, our analysts explain some of the implications of the spread of coronavirus: Deborah Aitken on the damage to luxury goods sales, George Ferguson on the impact for industrial companies and Jaimin Patel on the safe-haven role for utility bonds. Ira Jersey shows how any Fed interest-rate cuts may not help the economy yet could assist asset prices, and Jitendra Waral shows how Facebook and FAANG’s friends could keep the tech party going.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio podcast, analyst Sarah Jane Mahmud explains the continued tumult in investment research that MiFID rules are causing. Chris Perrella reviews his against-consensus call that lithium prices may see a bottom later this year. Matt Palazola says Warren Buffett's Berkshire Hathaway may be setting up a proxy fight with Carl Icahn over Occidental Petroleum. Anand Srinivasan gives his state of play for server sales, and lays out the effects of the coronavirus on chips and hardware. The head of BI, David Dwyer, looks at the impact -- not too bad so far -- of the virus on stocks. The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>. See omnystudio.com/listener for privacy information.

Big Shifts? Changes for Daimler, Ferrari and Tesla (Podcast) In this week's Bloomberg Intelligence Radio podcast, European auto analyst Michael Dean explains why Daimler's decision to slash its dividend makes sense and how Ferrari's guidance means it probably won't reach $150,000 in Ebitda per car. U.S. auto analyst Kevin Tynan lays out how Tesla's fast expansion could return the company to losses. Lee Klaskow makes the case between shipping rates and the coronavirus. Will Hares gives the state of play on BP, while Himanshu Bakshi says Paypal's credit risk will rise at lease a few more years.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>. See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio podcast, analyst Denise Wong examines the potential impact of the coronavirus on airlines and airports, while commodities strategist Mike McGlone looks at how such viruses feed bearish commodity trades. Jitendra Waral says strong results are also bringing sales woes to internet companies, while John Butler digs into Apple earnings. Damian Sassower says the event-driven selloff in emerging markets now offers a better entry point.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio podcast, analyst Salih Yilmaz looks at how OPEC compliance and geopolitics will balance this year's oil supply and demand. Brian Egger shows how the Chinese coronavirus is already having an impact on Asian gaming. John Butler explains why Apple may surprise by beating expectations for iPhone sales and services. Julie Chariell says the trade deal will put Visa and MasterCard on a slow track to China. Shaheen Contractor and Rob du Boff explain why Blackrock's carbon exposure won't affect most coal holdings.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio Show, U.S. Equity Strategist Gina Martin Adams gives her outlook for a recovery in S&P 500 sales and the impacts of tech, tax and trade on stocks. Jaimin Patel explains how the widening scope of green-bond issuance may help encourage investors. Chris Ciolino looks at how the ESCO-Anixter deal builds scale -- with risk. Stephen Flynn previews the impact on bonds of the pending court decision on Sprint's deal with T-Mobile US. Alison Williams explains the outcomes of the week's bank earnings.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio Show, analyst Vince Piazza deciphers the impact from geopolitical events on energy, while Spencer Cutter says Iran tensions may be a quick "open and shut" event for the high yield energy market. Alison Williams gives her outlook for investment banks this year and for their earnings that begin Tuesday. Paul Gulberg discusses the demand from retail investors for access to private equity. ESG analyst Eric Kane explains stakeholder capitalism. The BI Radio show broadcasts on Saturdays and Sundays on Bloomberg’s flagship radio 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 bay area, channel 119 on SiriusXM, www.bloombergradio.com, and Iphone and Android mobile apps. It also podcasts through Apple’s iTunes, Spotify and Luminary.Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio Show, analyst Mandeep Singh delves into the outlooks for Uber and Lyft in 2020. Geetha Ranganathan looks into the emerging streaming battle between Disney’s new service and Netflix dominance this coming year. John Butler gives his outlook for Apple for the year. Karen Ubelhart looks at Industrials and Lee Klaskow at Transportation.The BI Radio show broadcasts on Saturdays and Sundays on Bloomberg’s flagship radio 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 bay area, channel 119 on SiriusXM, www.bloombergradio.com, and Iphone and Android mobile apps. It also podcasts through Apple’s iTunes, Spotify and Luminary.Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio Show, analyst Fernando Valle examines crude oil price cash flows while Scott Levine discusses the optimism in pressure pumping for energy. Chris Perrella forecasts how cheaper input prices and lower oil costs may bring further raw-material expense relief to specialty-chemical producers, while Sonia Baldiera shows how a sustained global infrastructure-construction spending surge looks likely. Strategist Mike McGlone says broad commodity prices will be at risk in 2020 if stocks can’t extend their peak, though gold remains best positioned to appreciate.The BI Radio show broadcasts on Saturdays and Sundays on Bloomberg’s flagship radio 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 bay area, channel 119 on SiriusXM, www.bloombergradio.com, and Iphone and Android mobile apps. It also podcasts through Apple’s iTunes, Spotify and Luminary.Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio Show, metals analyst Andrew Cosgrove gives his outlooks for copper, aluminum and global steel production and pricing for 2020. Amine Bensaid examines the rationale -- bigger scale in a streaming world -- behind Cineworld's planned purchase of fellow movie theater chain Cineplex. Julie Chariell looks at the consumer data tug of war between traditional banks and fintechs. Paul Gulberg gives his outlook for Canadian banks, which are bracing for a slower year. Has fake hamburger peaked already? Mike Halen explains how plant-based burgers are losing interest from some fast-food customers.The BI Radio show broadcasts on Saturdays and Sundays on Bloomberg’s flagship radio 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 bay area, channel 119 on SiriusXM, www.bloombergradio.com, and Iphone and Android mobile apps. It also podcasts through Apple’s iTunes, Spotify and Luminary.Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio show, analyst Eric Balchunas looks at ESG ETF holdings and shares some surprising findings, Geetha Ranganathan talks about Netflix's resilience in the face of a robust Disney+ debut and Alison Williams discusses her recent meeting with Bank of America CEO Brian Moynihan, as well as her thoughts for banks in 2020. Also, Anand Srinivasan gives his take on China ordering its agencies to swap out foreign technology for Chinese gear and Lee Klaskow gives his 2020 outlook for containerliners. See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show, analyst Deb Aitken looks at advances in selling beauty products online and how home care can do better. Like a burger and fries? Michael Halen forecasts why fast food discounts will get bigger next year. Mandeep Singh says Booking has the best seat for the long haul in travel as Google weighs on Expedia. James Blatchford analyzes the policy outlook for electric vehicles, and Vincent Piazza shows how energy explorers and producers are trying to regroup after a tough year.The BI Radio show broadcasts on Saturdays and Sundays on Bloomberg’s flagship radio 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 bay area and channel 119 on SiriusXM. It also podcasts through Apple’s iTunes, Spotify and Luminary.Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio show, analyst Kenneth Shea explains how the profit potential of leading U.S. multistate marijuana operators is likely understated by consensus. Analyst Geetha Ranganathan gives her outlook for North American entertainment next year. Lee Klaskow analyzes how the condensed season raises risks for FedEx and UPS. Senior litigation analyst Jennifer Rie gives her outlook for antitrust in 2020, while George Ferguson expects building products and aerospace to shine for the year. The BI Radio show broadcasts on Saturdays and Sundays on Bloomberg’s flagship radio 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 bay area and channel 119 on SiriusXM. It also podcasts through Apple’s iTunes, Spotify and Luminary.Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show, retail analyst Poonam Goyal talks about what Macy's and Kohl's earnings mean for the industry's results. Bank analyst Alison Williams shows how hedge fund hiring mandates are at their slowest pace in at least a decade and are putting the industry's growth at risk. Bond analyst Eric Kazatsky digs into how taxable municipal bonds are changing the face of the industry. Analyst Philip Richards explains how the pressure of Basel reforms is easing for European banks. And telecommunications analyst John Butler examines the potential for 5G mobile networks.The BI Radio show broadcasts on Saturdays and Sundays on Bloomberg’s flagship radio 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 bay area and channel 119 on SiriusXM. It also podcasts through Apple’s iTunes, Spotify and Luminary.Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show, analyst Geetha Ranganathan dis cusses the outlook for Disney, especially as investments for ESPN+, Disney+ and the Hulu consolidation could drag down earnings. Analyst David Ritter shows how the soft revenue outlook for electronic brokers may lead to deals, while Ken Shea digs into the regulatory implications of Juul's reorganization. Who would fund Elizabeth Warren's health-care tab? Wall Street, says tax analyst Andrew Silverman. Analyst Brian Egger predicts deals between gaming and media companies seeking to benefit from betting.The BI Radio show broadcasts on Saturdays and Sundays on Bloomberg’s flagship radio 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 bay area and channel 119 on SiriusXM. It also podcasts through Apple’s iTunes, Spotify and Luminary.Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show, chief equity strategist Gina Martin Adams explains why health care's low valuation is the biggest surprise of the third quarter, while Director of Research and Big Pharma analyst Sam Fazeli reviews the sector's results. ETF analyst Eric Balchunas shows how direct indexing has potential but won't kill funds. Tech analyst Mandeep Singh digs into Uber and unicorns. Retail analyst Poonam Goyal previews third-quarter results, which may get a boost from strong back-to-school sales.The BI Radio show broadcasts on Saturdays and Sundays on Bloomberg’s flagship radio 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 bay area and channel 119 on SiriusXM. It also podcasts through Apple’s iTunes, Spotify and Luminary.Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries.See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence radio show, Washington, D.C.-based analyst James Bach discusses Microsoft’s landing of the Pentagon JEDI contract, Anurag Rana gives his take on the competitive landscape of the cloud and Deborah Aitken gives her take on Tiffany takeover prospects. Credit analyst Steve Flynn looks at SoftBank doubling down on WeWork and George Ferguson discusses the implications of IndiGo’s order for 300 Airbus A320s.The BI Radio show broadcasts on Saturdays and Sundays on Bloomberg’s flagship radio 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 bay area and channel 119 on SiriusXM. It also podcasts through Apple’s iTunes, Spotify and Luminary.Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries.See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio show, analyst Jennifer Bartashus explains why the Big Box chains are poised to win holiday sales. Director of Research and big pharma analyst Sam Fazeli gives an update on trends shaping health care. Analyst and lawyer Jennifer Rie puts Facebook’s antitrust woes into context and outlines potential outcomes. Analyst Julie Chariell examines the rise of Fintech services in Brazil, while Sonia Baldeira talks about the plunge in infrastructure spending and approvals because of the Brexit uncertainty.The BI Radio show broadcasts on Saturdays and Sundays on Bloomberg’s flagship radio 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 bay area and channel 119 on SiriusXM. It also podcasts through Apple’s iTunes, Spotify and Luminary.Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries.See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio show, analyst Alison Williams looks at the surprisingly strong week for big bank earnings. Eric Balchunas explains the role of Tesla in the slowing returns for Cathie Wood's high-flying ARK Innovation ETF. Anand Srinivasan makes the case for slower progress in chips for autos as driver-assistance systems get more advanced, while Andrew Silverman analyzes how Google, Apple, Facebook and Amazon face hundreds of millions of euros in digital taxes in European nations. Strategist Damian Sassower looks at what's priced into emerging-market expectations.The BI Radio show broadcasts on Saturdays and Sundays on Bloomberg’s flagship radio 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 bay area and channel 119 on SiriusXM. It also podcast through Apple’s iTunes and Spotify.Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show, analyst Michael Dean explains why Brexit is a bigger threat to European automakers than higher U.S. tariffs. Sarah Jane Mahmud looks at changes coming to MiFid II and the plans to deepen capital markets. James Bach digs into the new risks to General Dynamics' chance to dominate the defense cloud-services market. Vince Piazza shows how Mother Nature hasn't helped energy prices as winter approaches, and George Ferguson analyzes the greater risks for Airbus than Boeing in the U.S.-Europe aircraft war.The BI Radio show broadcasts on Saturdays and Sundays on Bloomberg's flagship radio 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 bay area and channel 119 on SiriusXM. It also podcast through Apple's iTunes and Spotify.Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. Hosts: Alix Steel and Paul SweeneySee omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio show, analyst Alison Williams examines how lower fees and tougher money flows are challenging hedge funds. David Ritter looks at how Schwab's move to wipe out trading fees will accelerate its asset growth and spread the broker price war to other segments. Mandeep Singh explains why the We IPO debacle will drive consolidation in the drive-sharing economy. Matt Palazola analyzes why Warren Buffett's Berkshire may use its excess cash to boost share buybacks, and Rob Barnett discusses how Germany's climate policies are speeding up coal's demise and reducing the need for oil.The BI Radio show broadcasts  on Saturdays and Sundays on Bloomberg's flagship radio 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 bay area and channel 119 on SiriusXM. It also podcast through Apple's iTunes and Spotify.Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. Hosts: Alix Steel and Paul SweeneySee omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence radio show, Clelia Imperiali discusses the threat to the testing industry from a prolonged global trade war, Anand Srinivasan gives his take on thorny issues for the tech supply chain and Elchin Mammadov talks about the boost for wind pipelines at SSE and Equinor after their winning U.K. power auction bid. Also, Eric Kane details BI’s decarbonization research, and Kevin Tynan lays out the threats facing auto dealers as margins on new vehicles continue to shrink.Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. The BI show first broadcasts at noon New York time on Saturdays and over the weekend.Hosts: Alix Steel and Paul SweeneySee omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence radio show, Kenneth Shea discusses Philip Morris’s prospects in Indonesia amid higher cigarette taxes, Fernando Valle dissects the oil-price fallout from the Saudi Aramco attacks and Brian Egger warns that Illinois may be falling behind Midwest peers in sports wagering. London-based financials analyst Jonathan Tyce breaks down HKEX’s uphill climb for LSE, and European currency strategist Audrey Childe-Freeman gives her view of why a 25-bp Federal Reserve interest rate cut won’t weaken the dollar.Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. The BI show first broadcasts at noon New York time on Saturdays and over the weekend.Hosts: Alix Steel and Paul SweeneySee omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio show, analyst Eric Balchunas shows how e-sport ETFs are largely ignored even with the success of Fornite contests, antitrust analyst Jennifer Rie looks at the issues facing high technology companies and industrial analyst Karen Ubelhart examines Fortive's planned split-up. Tech analyst Mandeep Singh analyzes the impact of Uber's expansion into freight, and distressed analyst Phil Brendel looks into PG&E's woes. Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. The BI show first broadcasts at noon New York time on Saturdays and over the weekend. Hosts: Alix Steel and Paul SweeneySee omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio show, government analyst Elliott Stein talks about the $125 billion Fannie Mae and Freddie Mac "sweep" suit coming in November, industry analyst Poonam Goyal explains how tariff hikes on Chinese imports will further erode retailer margins, and Jitendra Waral shows how Instagram Checkout is Facebook's gold mine hidden in plain sight. Kevin Tynan explains how U.S. auto sales may reach a record $623 billion even as volume falls, and Damian Sassower gives his analysis on Argentina's woes. Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. The BI show first broadcasts at noon New York time on Saturdays and over the weekend. Hosts: Alix Steel and Paul SweeneySee omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio show, analyst Mandeep Singh discusses the prospects for Datadog's IPO. Legal analyst Holly Froum gives her take on the fallout from J&J's opiod settlement. Alvin Tai is interviewed on what Alaska's ghost fish tell us about the salmon fishing industry, Geetha Ranganathan talks about how Hollywood needs a good run, and Kenneth Shea speaks about the Philip Morris-Altria tie-up. Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries.See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio show, analysts Joel Levington and Karen Ubelhart give their takes on a GE short-seller's scathing report about the company's finances. ESG analyst Eric Kane discusses BI's proprietary decarbonization tracker, health-care analyst Jonathan Palmer talks about drug pricing trends under the Trump administration and Gina Martin Adams explains how a rare stock market event implies a unique outcome. Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. Hosts: Alix Steel and Paul Sweeney See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio show, analyst Fernando Valle gives his outlook for Big Oil and the company cash flows while Vince Piazza outlines his views for energy exploration and production companies. Jaimin Patel discusses the challenges and opportunities for PG&E bondholders, while Paul Gulberg looks at private-equity cycles and the Carlyle Group. And ETF analyst Eric Balchunas delves into the "Beta Vortex" that's gnawing at active fund managers. Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. Hosts: Alix Steel and Paul SweeneySee omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio show, analyst Geetha Ranganathan explains why reaching a carrier agreement with Charter is so important for Disney. Brian Egger reviews Wynn's results, Woo Jin Ho looks at the opportunity for Roku, and Stephen Chiu analyzes China's interest rate reform. Tax analyst Andrew Silverman shows how Democratic candidate Kamala Harris' plan could harm regional banks. Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. Hosts: Alix Steel and Paul SweeneySee omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show, analyst Kevin Tynan explains why Tesla is slipping to the lower rungs of premium status. Anurag Rana looks at Microsoft's cultural shift under Satya Nadella, while credit analyst Rob Schiffman digs into the company's cash pile. Alison Williams talks about fee challenges for hedge funds, while Jonathan Tyce takes apart the LSE's bid Refinitiv. Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. Hosts: Alix Steel and Paul SweeneySee omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show, Karen Ubelhart discusses Caterpillar's outlook, Mike McGlone talks about the outlook for crude oil and grain prices and U.S. farmers' depressed incomes, and George Ferguson looks at how Boeing's Max affected results at United and Delta. Andrew Eisenson explains why some unicorns may not go public and Francis Chan digs into China's tech and fintech growth. And U.S. equity strategist Gina Martin Adams asks if earnings have reached a trough. Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. Hosts: Alix Steel and Paul SweeneySee omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show, industry analyst Jitendra Waral discusses Google's prospects while antitrust analyst Jennifer Rie examines the Web company's regulatory outlook. Anurag Rana looks at the race between Amazon.com and Microsoft for cloud business, while equity strategist Gina Martin Adams gives her second-half outlook for U.S. stocks and European strategist Tim Craighead discusses the impact of Brexit and the U.K. prime minister change.See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show, Paul Sweeney conducts interviews at Allen & Co. Analyst Seema Shah talks about Amazon Prime Day and the Internet site's product return agreement with Kohl's, while antitrust analyst Jennifer Rie examines Amazon's regulation and litigation threats. Jason Miner digs into BASF while Alison Williams talks about bank earnings and Deutsche Bank cutbacks. Hosts: Alix Steel and Paul Sweeney Producer: Rich Trueman See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio show, industry analyst Ken Shea explains why Philip Morris and Altria should recombine, Alison Williams talks about the impact of Deutsche Bank's pullback from equities, David Dwyer looks at the new BI Global 5G Theme Basket and Seema Shah digs into online data trends. Chief U.S. Equity Strategist Gina Martin Adams gives her outlook for stocks. Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. See more research at BI and the weekly radio shows at NI BIINTPOD . Hosts: Alix Steel and Paul Sweeney Producer: Rich TruemanSee omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show, drug industry analysts Sam Fazeli and Liz Krutoholow talk about the Abbvie's proposed purchase of Allergan, policy analyst Brian Rye examines the implications of the Medicare for all proposals; tech analyst Anurag Rana looks at the impact of H-1B visas; and energy policy Rob Barnett digs into Iranian-U.S. tensions. Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. See more research at BI and the weekly radio shows at NI BIINTPOD . Hosts: Alix Steel and Paul Sweeney Producer: Mark Siniscalchi See omnystudio.com/listener for privacy information.

On Bloomberg Intelligence Radio this week, senior analyst George Ferguson reviews the outcome of the orders at the Paris Air Show, Negisa Ballaku and Phil Brendel evaluate PG&E's long and difficult road ahead, Patrick Wong talks about Hong Kong property, and Mike McGlone looks at Facebook's Libra and Bitcoin cryptocurrencies. Strategists Gina Martin Adams and Ira Jersey evaluate the stock and bond markets. Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. Hosts: Alix Steel and Paul Sweeney Producer: Richard TruemanSee omnystudio.com/listener for privacy information.

On this week’s Bloomberg Intelligence podcast, Alix Steel and Paul Sweeney discuss Fiat Chrysler making a bid for Renault, as well as the current action within the corporate bond markets. Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. Hosts: Alix Steel and Paul Sweeney Producers: Richard Trueman and Madena Parwana See omnystudio.com/listener for privacy information.

On this week’s Bloomberg Intelligence podcast, Alix Steel and Paul Sweeney discuss the U.S. China Trade war and the effects it has on tech and supply chains. They also get into the chemical giant DowDuPont and its fertilizer business. Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. Hosts: Alix Steel and Paul Sweeney Producers: Richard Trueman and Madena ParwanaSee omnystudio.com/listener for privacy information.

Elliott Stein, Senior Litigation Analyst for Bloomberg Intelligence, on Deutsche Bank under a U.S. money laundering microscope. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

On this week’s Bloomberg Intelligence podcast, Alix Steel and Paul Sweeney discuss the tech industry with companies including Tesla and Apple. They also get into Bitcoin and cryptocurrency regulation. Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. Hosts: Alix Steel and Paul Sweeney Producers: Richard Trueman and Madena ParwanaSee omnystudio.com/listener for privacy information.

On this week's Bloomberg Intelligence podcast, Alix Steel and Paul Sweeney discuss initial public offerings from Uber Technologies Inc. and Beyond Meat Inc. Bloomberg Intelligence provides in-depth research and data on more than 2,000 companies and 130 industries. Hosts: Alix Steel and Paul Sweeney Producers: Richard Trueman and Madena ParwanaSee omnystudio.com/listener for privacy information.

Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, on Tesla cutting 7% of its staff and warning of a difficult road ahead. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.