Amazon Breakup? Not Anytime Soon; 'Manic' Stocks

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:  

Kering's Valentino Swoop Is a Great Fit at a Decent Price and LVMH Offsets Lighter US With High End, China -- Deborah Aitken explores recent moves in luxury goods.

Netflix’s New Black Is Free Cash Flow on Likely 5x Surge by 2025 -- Geetha Ranganathan explains why cash flow could be five times higher than 2022 and 9% above consensus.

`Manic' Stage Signal Greedy Market's Summer Slowdown and Market's Breakout Star to Watch? Industrials May Reveal a Clue -- Gina Martin Adams gives her outlook for stocks.

Amazon Breakup a Long Shot as FTC Antitrust Suit May Go On Years -- Jennifer Rie says any FTC action would be a steep uphill climb for the Biden administration and likely take years.

Biden's Plan Flashes Red Light on Spinoffs, a $960 Billion Tool -- Andrew Silverman explains the impact of a little-noticed Biden proposal for taxing spinoffs.

The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run BI .

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