Bloomberg Intelligence

On the Bloomberg Intelligence radio show this week, Poonam Goyal says how more modest discounts this holiday season bode well for retail margins. Shaheen Contractor discusses the rapid growth of assets in ESG ETFs, and the challenges they face. Talon Custer shares his view of the 2022 global LNG market. Paul Gulberg details why private equity is on a roll and may top five-year goals ahead of schedule. Gaurav Patankar says why his emerging market sector scorecard shows a cyclical tilt, and which sector is at top.

The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

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On this week's Bloomberg Intelligence radio show, Damian Sassower shares his views on the Turkish lira, Chinese property sector and elections in Argentina and Chile. Audrey Childe-Freeman says there's more to the euro weakness than dollar strength. Hoai Ngo shows why brick & mortar may enjoy a holiday renaissance. Charles Graham says how asset managers are set to become enforcers of carbon change policies, and Mary Ross Gilbert sees an inflation reprieve on the horizon for food and beverage makers.

The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

This week on the Bloomberg Intelligence radio show, Chief Equity Strategist Gina Martin Adams talks about why the robust consumer backdrop, and the support it provides for S&P earnings gains, may fade. George Ferguson shows how low-cost carriers have momentum exiting the pandemic. Karen Ubelhart shares her view that General Electric's split into three companies will create only modest value. Philip Richards details which European banks are best positioned for margin gains if interest rates rise and Chris Perrella explains why a tight lithium market aids SQM.

The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

In this week's BI radio show, Mandeep Singh says why Facebook's Metaverse faces a slow path to traction. Supply chain pressures are a persistent theme: Ann-Hunter Van Kirk discusses how pharmaceutical companies will deal with the problem and Kevin Tynan weighs in on the impact on automakers. Matthew Palazola notes that Berkshire Hathaway's cash is at a record, but there are concerns on the horizon. And Stephane Kovatchev notes that a spun off Daimler Truck should have strong ratings and liquidity. The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

In this week's BI radio show featuring our analysts and their research, pharma analyst Sam Fazeli suggests booster effectiveness appears to fade, making annual Covid shots likely in coming years. Julie Chariell discusses how Robinhood's risk from a shift in demand. Jon Tyce shows how persistent inflation is aiding net interest income outlooks for European and U.S. banks. Drew Reading lays out the next growth path for U.S. home centers. Andrew Silverman says which sectors would be boosted by the penny's demise.

The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

In this week's Bloomberg Intelligence radio show, Robert Schiffman says why he thinks Amazon.com's gross cash could top $100 billion in 12-18 months. Will Hares details why COP26 standards could raise emissions pressure on European oil majors. Rob Du Boff shows how investors are borrowing from the corporate raider playbook to pressure companies on ESG. Jody Lurie discusses how bottlenecks and staff shortages are hurting credit profiles of consumer staples and cyclicals. And Duncan Fox lays out the narrow path to a profitable holiday for European packaged foods companies beset by supply-chain disruptions, shortages and rising wages.

The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

In this week's version of Bloomberg Intelligence radio, Fernando Valle previews oil E&P earnings and explains why WTI's discount to Brent is likely to stay narrow through year-end. Lee Klaskow notes that trucker sentiment is driving bullish rate expectations. Laurent Douillet says to look beyond 35% EU EPS growth -- the devil is in the details. Mustafa Okur shares his view that European industrials' 3Q earnings reports will be all about costs. And Eileen Segall says Bentley Systems is well poised for a wave of infrastructure spending.

The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

This week's Bloomberg Intelligence radio show features Eric Balchunas discussing his view that Bitcoin ETFs may have a rocky start, based on the futures mutual fund flop. Charles Allen shows how commodity inflation is starting to pressure supermarket prices. Deborah Aitken says why Procter & Gamble is well positioned for the pandemic economy and recovery. Herman Chan notes that regional banks may see a revenue boon from a steeper yield curve. And Douglas Rothacker lays out the $10 billion opportunity for General Dynamics in long-range jets.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

In this week’s Bloomberg Intelligence Radio Show, featuring our analysts and their research, Anurag Rana says why the Street could be underestimating the iPhone 13’s sales potential. Jennifer Bartashus discusses the $60 billion buy-local opportunity for Kroger, Albertsons, Sprouts, Ahold Delhaize and Walmart. Scott Levine shares his view on why the oil-price surge may bring only middling effects for offshore drillers. Paul Vickars says threats outweigh opportunities for global utilities in the power price surge. And Iwona Hovenko says why U.K. homebuilders Persimmon, Barratt, Taylor Wimpey and Bellway could navigate inflation in the near term.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

In this week's radio show featuring Bloomberg Intelligence analysts and their research, Alison Williams discusses why Wells Fargo and Bank of America may be best positioned among big banks for interest rate increases. Matthew Bloxham says the music industry's growth tear is a boon for labels and platforms. Amine Bensaid shows how Spotify could top estimates and add 20-25 million paid subscribers by 2023. Patricio Alvarez explains why Europe's natural gas rally may have implications beyond 2021, and Kenneth Shea discusses his survey showing why Coca-Cola, PepsiCo, Monster Beverage and Constellation Brands are well positioned to capitalize on beverage trends.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

Learn more about your ad-choices at https://www.iheartpodcastnetwork.com