Bloomberg Intelligence: Home, Gaming, Airline 2024

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.