Bloomberg Intelligence Weekend Bloomberg

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 .
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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/3PiDrqK
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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/3oODwaO
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:

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 .

 
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 }.
See omnystudio.com/listener for privacy information.