EV Production Outruns Demand; Earnings Ugly or Good

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

1Q Results to Shed Light on Margin Flex, CRE Risk, China Boost -- Laurent Douillet explains why this could be another better-than-expected earnings season for Europe.

Earnings for 1Q Could Mark Recession's Approaching Bottom -- In the US, Gina Martin Adams says an expected ugly earnings season may mark the low point.

Intuitive's Robotic Expansion Could Exceed Consensus: BI Focus -- Matthew Henriksson explains how Intuitive Surgical can extend for its momentum.

Software Settles Into Slower Growth, Compounded by Bank Crisis -- Niraj Patel explains why app-software makers' 2023 sales estimates may get pared.

EV Production Outpacing Demand Replays Age-Old Automaker Problem -- Kevin Tynan looks at the market's dynamics and why Lucid and Rivian lose more than $200,000 on every EV they sell.

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.

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