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.

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