Bloomberg Intelligence Weekend
273 episodes - English - Latest episode: 2 months ago -Listen to the NEW daily Bloomberg Intelligence podcast here: https://bit.ly/43hOc0r
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The NEW Bloomberg Intelligence Podcast
March 15, 2024 17:58 - 38 minutes - 35.4 MBBloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY: on Apple: http://bit.ly/3YrBfOi on Spotify: http://bit.ly/3SPPZ8F Anywhere: http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.
The NEW Bloomberg Intelligence Podcast
February 09, 2024 18:44 - 38 minutes - 35 MBBloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY: on Apple: http://bit.ly/3YrBfOi on Spotify: http://bit.ly/3SPPZ8F Anywhere: http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.
The NEW Bloomberg Intelligence Podcast
February 02, 2024 19:17 - 36 minutes - 33.2 MBBloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY: on Apple: http://bit.ly/3YrBfOi on Spotify: http://bit.ly/3SPPZ8F Anywhere: http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.
The NEW Bloomberg Intelligence Podcast
January 26, 2024 21:06 - 39 minutes - 36.3 MBBloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY: on Apple: http://bit.ly/3YrBfOi on Spotify: http://bit.ly/3SPPZ8F Anywhere: http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.
The NEW Bloomberg Intelligence Podcast
January 25, 2024 10:55 - 41 minutes - 37.8 MBBloomberg Intelligence has a NEW, daily podcast. The episodes in this feed are going away, so subscribe to our new podcast to get your Bloomberg Intelligence fix DAILY: on Apple: http://bit.ly/3YrBfOi on Spotify: http://bit.ly/3SPPZ8F Anywhere: http://bit.ly/43hOc0r See omnystudio.com/listener for privacy information.
Bloomberg Intelligence: Energy Growth in 2024; Disney's Rebound
January 19, 2024 19:13 - 30 minutes - 28.1 MBIn 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 -- Gee...
Introducing: The Bloomberg Daybreak Podcast
January 18, 2024 10:41 - 16 minutes - 15.5 MBBloomberg 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/3NMqUKl See omnystudio.com/listener for privacy information.
Bloomberg Intelligence: AI in IT Spending; Outlooks
January 12, 2024 16:18 - 34 minutes - 32 MBIn 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, H...
Bloomberg Intelligence: Funds, Streaming, M&A
January 05, 2024 16:44 - 38 minutes - 35.1 MBIn 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 -- pro...
Bloomberg Intelligence: Home, Gaming, Airline 2024
December 29, 2023 15:40 - 33 minutes - 31.1 MBIn 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. Glo...
Bloomberg Intelligence: Stocks, Drugs, Banks 2024
December 22, 2023 16:27 - 34 minutes - 31.9 MBIn 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 e...
Bloomberg Intelligence: Amazon's Just Getting Started
December 15, 2023 16:14 - 35 minutes - 32.6 MBIn 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...
Bloomberg Intelligence: Airlines, Hardware, Insurers
December 08, 2023 17:28 - 34 minutes - 31.2 MBIn 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 sta...
Bloomberg Intelligence: ETF, E&Ps, Luxury Outlooks
December 01, 2023 19:23 - 36 minutes - 33.5 MBIn 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...
2024 Outlooks: US Equities; Banking; Internet
November 24, 2023 19:44 - 36 minutes - 33.8 MBIn 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 growt...
AI's $1 Trillion Rocket Boost; Treasury '24 Rally
November 17, 2023 21:10 - 36 minutes - 33.1 MBIn 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...
Introducing: Bloomberg Hot Pursuit!
November 12, 2023 11:00 - 58 seconds - 964 KBMatt 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.
Tesla Lights Up Charging; Wind-Turbines Churning
November 10, 2023 17:54 - 34 minutes - 31.3 MBIn 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-Year...
Magnificent Seven Ranked; Surprises for Stocks in Earnings
November 03, 2023 15:29 - 34 minutes - 31.6 MBIn 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 ...
Copper's Supply and Demand Surge; Bank Card Fees
October 27, 2023 15:58 - 36 minutes - 33.6 MBIn 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 Read...
Yield Curve Pancaking Impact; Bank TLAC Deficits?
October 20, 2023 18:22 - 34 minutes - 32 MBIn 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% ...
Stagnant iPhone Sales? Napa's Winemaking M&A Bounty
October 14, 2023 01:36 - 28 minutes - 25.8 MBIn 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 ...
AI's Trillion-Dollar Market; Auto Profits Diverge
October 06, 2023 15:35 - 34 minutes - 31.2 MBIn 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,...
Changing Trends for Banks Both Small and Regional
September 29, 2023 13:16 - 11 minutes - 10.1 MBIn 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 Bloomb...
Banking's New Burdens; Ford's Search for Next Step
September 22, 2023 17:46 - 36 minutes - 33.5 MBIn 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 Fer...
$2.55 Trillion in US E-Commerce; AI vs. Cloud
September 15, 2023 15:32 - 35 minutes - 32.1 MBIn 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 -- Brea...
INTRODUCING: Bloomberg News Now
September 12, 2023 10:00 - 30 seconds - 508 KBBloomberg 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 Drug Access Wanting; Banking Clarity
September 08, 2023 16:54 - 34 minutes - 32.1 MBObesity 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 ...
One Fund Beats Mighty QQQ; Bitcoin ETF Odds Jump
September 01, 2023 16:04 - 34 minutes - 31.9 MBIn 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 J...
Disney's Stream Dream; $200 Billion Bank Deficit
August 25, 2023 16:51 - 34 minutes - 31.9 MBIn 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 -- ...
Microsoft's Lift From AI; Energy Drinks Jazzed Up
August 18, 2023 16:07 - 35 minutes - 32.9 MBIn 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 ...
Amazon Breakup? Not Anytime Soon; 'Manic' Stocks
August 11, 2023 16:41 - 36 minutes - 33.5 MBIn 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 S...
How Homebuyers Cope With Rates; Rebound for PCs?
August 04, 2023 19:14 - 33 minutes - 30.6 MBIn 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 ...
$500 Billion Climate Cost; Buffett's Florida Bet
July 28, 2023 15:00 - 36 minutes - 33.1 MBIn this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research: Rising Wheat Prices May Harm European Foodmakers Eventually -- Duncan Fox says wheat may remain volatile in light of attacks on Ukraine's ports. Intel's Competitive Challenges Intensify as AMD Takes Share -- Kunjan Sobhani explains the many threats to the computer chipmaker. PepsiCo Can Augment Growth by Munching on Adjacent Snack Market -- Kenneth Shea says the time is r...
Midyear Outlooks: Investment Banking, E-Commerce
July 21, 2023 14:39 - 34 minutes - 32 MBIn 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 -- P...
Midyear Outlook: Semiconductors, Credit, Retail
July 14, 2023 15:52 - 34 minutes - 31.7 MBIn 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 Semiconduct...
Midyear Outlook: Top Focus Ideas, Munis, Internet
July 07, 2023 15:35 - 37 minutes - 34.1 MBIn 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 Kaz...
Midyear Outlook: US Equities, Software, Housing
June 30, 2023 16:36 - 35 minutes - 32.1 MBIn 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 America...
$44 Billion Obesity Battle; More Midyear Outlooks
June 23, 2023 15:57 - 36 minutes - 33.1 MBIn 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 Compu...
NEW PODCAST: The Circuit with Emily Chang
June 18, 2023 09:00 - 30 seconds - 507 KBIn 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/3PiDrqK See omnystudio.com/listener for privacy information.
Midyear Outlook: Internet, Regional Banks, REITs
June 16, 2023 14:53 - 34 minutes - 31.8 MBIn 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 wh...
NEW PODCAST: Bloomberg Talks
June 11, 2023 10:00 - 45 seconds - 743 KBGet 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/3oODwaO See omnystudio.com/listener for privacy information.
Midyear Outlook: Autos, Rates, Crypto Policy
June 09, 2023 18:06 - 34 minutes - 31.7 MBIn 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 Tyna...
AI's $1.3 Trillion Opportunity; Earnings Recovery?
June 02, 2023 15:49 - 34 minutes - 31.7 MBIn 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 -- Christoph...
Gen Z Likes ChatGPT But Won't Pay; Bank Loan Pain
May 25, 2023 17:57 - 35 minutes - 32.4 MBIn 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 co...
Shoppers Recoil at Food Prices; What's Fed to Do?
May 19, 2023 17:47 - 32 minutes - 29.4 MBIn 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...
PC Bottom in Sight? How EU Hurts Gene Drug Sales
May 12, 2023 18:37 - 34 minutes - 31.6 MBIn 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 shrinki...
Apple, Samsung Phone Rebound? Amazon's Grocery Wait
May 05, 2023 14:39 - 35 minutes - 33 MBIn 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 To...
Debt-Ceiling Outlook; Energy Elephant in the Room
April 28, 2023 18:48 - 35 minutes - 32.5 MBIn 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 ...
EV Production Outruns Demand; Earnings Ugly or Good
April 21, 2023 18:27 - 35 minutes - 32.1 MBIn 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...