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

Italy Tax Clarification May Recoup Some Losses, But Risks Linger -- Lento Tang discusses the impact of the new ceiling on windfall taxes. 

Falling Mortgage Prepayments Hint That Homeowners Are Stuck -- Erica Adelberg explains the impact on the mortgage market as fewer homeowners relocate. 

Energy Drinks Help Extend US Beverages’ 2Q Blowout -- Kenneth Shea says more gains may be in store as the energy-drink market gets charged up.

Arista’s AI Cloud Engine Just Getting Revved Up, Raising Outlook -- Woo Jin Ho lays out the potential impact of AI’s growth on sales and earnings. 

Microsoft Could See $5 Billion Sales Bump From AI-Based Copilots -- Anurag Rana projects the potential as the company adds AI across its products. 

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 .

See omnystudio.com/listener for privacy information.

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 .

See omnystudio.com/listener for privacy information.

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

UK Homebuyers Sacrifice to Cope With Surging Rates: BI Survey -- Iwona Hovenko explains how buyers are adjusting to the highest rates since at least 2010. 

Rebound for PCs? Not Yet, But Soon. Dell, HP Finally Steadying -- Woo Jin Ho says the market should finally stabilize in the second half as Dell, Lenovo and HP move past an inventory glut.

Walmart or Target: Who Fared Best During Amazon Prime Day Fight? -- Jennifer Bartashus dissects the competition during the big sales week.

Dish's Amazon Deal May Yield a Needed Lift to Wireless and Telecoms Potentially Face $43 Billion in Lead-Cable Cleanup Cost -- John Butler examines some of the big trends for telecommunications.

Treasury Auction Sizes to Climb to Fund Grow Amid $1.5 Trillion Deficits -- Ira Jersey gives his forecasts for debt issuance and trends. 

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.

See omnystudio.com/listener for privacy information.

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

Rising Wheat Prices May Harm European Foodmakers Eventually -- Duncan Fox says wheat may remain volatile in light of attacks on Ukraine's ports.

Intel's Competitive Challenges Intensify as AMD Takes Share -- Kunjan Sobhani explains the many threats to the computer chipmaker.

PepsiCo Can Augment Growth by Munching on Adjacent Snack Market -- Kenneth Shea says the time is right to push into snacks beyond its market-dominating chips and puffs.

Climate Change Costs US $500 Billion, Maybe More -- Andrew John Stevenson explains the economic impact that runs about 2% of GDP.

Berkshire’s Calculated Florida Reinsurance Bet Worth Billions -- Matthew Palazola lays out why the move makes its earnings the most vulnerable to a large hurricane.

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 }. 

See omnystudio.com/listener for privacy information.

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries for the rest of 2023:

Container Shipping’s 85% Rate Plunge Hits Rock Bottom? Maybe Not -- Stephane Kovatchev explains why rates still have room to sink further.

Midyear Outlook: Global Specialty Chemicals -- Sean Gilmartin says volume will remain a pain point as economies in key regions weaken.

Midyear Outlook: Global E-Commerce -- Poonam Goyal says sales might stay mixed as stores take back share and economic uncertainty lingers.

Diabetes Tech Sidesteps Syringes With $11 Billion CGM Sales Path -- Matt Henriksson lays out the opportunities in the transition to constant glucose monitors from finger sticks.

Midyear Outlook: Global Investment Banks -- Alison Williams says recession worries will linger for the stocks.

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 . 

See omnystudio.com/listener for privacy information.

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries for the rest of 2023: 

Credit Outlook and High Yield 3Q Investor Survey -- Mahesh Bhimalingam lays out why investor views have shifted positive on high yield returns.

North America Telecommunications -- John Butler says rising competition, pricing pressure, tough comparisons and a choppy economy will limit growth. 

Global Semiconductor Sector -- Kunjan Sobhani explains how the industry’s seeming recovery could get another boost from artificial intelligence. 

North America Retail Staples -- Jennifer Bartashus says higher costs for labor and products will keep the focus on retailer margins. 

Global Communications and Data Networking Equipment -- Woo Jin Ho expects market fundamentals and demand dynamics to outweigh strong sales and earnings execution. 

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 .

See omnystudio.com/listener for privacy information.

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their top ideas for 3Q and what will shape the outlook for investment strategies and industries for the rest of 2023:

10 Focus Ideas to Watch for 3Q -- Tim Craighead lays out the companies where our analysts have differentiated fundamental views.

North America Electrical Equipment -- Mustafa Okur explains why the second half may get tougher after a strong first quarter.

US Municipal Credit -- Eric Kazatsky looks at muni opportunities amid a higher yield environment.

Global Life-Science Technology -- Jonathan Palmer says the industry appears fragile by historical standards amid the slowdown in biopharma.

Global Internet Policy -- Matthew Schettenhelm and Jennifer Rie lay out the antitrust issues as well as potential AI and data privacy regulations.

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 . 

See omnystudio.com/listener for privacy information.

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries for the rest of 2023:

European P&C Insurance -- Kevin Ryan explains why insurers likely won't be able to increase rates enough to fully offset rising expenses for claims.

Global Application Software and Global IT Services-- Anurag Rana says AI hype won't be enough to overcome slowing growth as companies cut IT spending.

North American Biopharmaceuticals -- Ann-Hunter Van Kirk says well-capitalized pipelines separate those drugmakers that may require cash infusions amid elevated interest rates.

US Homebuilding -- Drew Reading lays out why homebuilders are uniquely positioned to navigate a challenging market.

US Equities -- Gina Martin Adams says corporate earnings will likely dig out of their recession to begin a cyclical recovery.

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 . 

See omnystudio.com/listener for privacy information.

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their research and what will shape the outlook for investment strategies and industries for the rest of 2023:

Anti-Obesity Drugs: Novo Nordisk, Eli Lilly in Powerhouse Battle -- Michael Shah examines the potential $44 billion market for obesity drugs.

Global Market Structure -- Larry Tabb looks at the split between Wall Street and individuals on proposed changes to the market's structure.

Global Computer Hardware and Storage -- Woo Jin Ho says the worst may be behind the computer hardware industry.

Global Gaming -- Brian Egger looks at the casino industry's solid win growth and narrowing online losses.

Sterling's Bullish View Has Room to Run Further; Stay Pragmatic -- Audrey Childe-Freeman explains why sterling bulls are in charge. 

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 .

See omnystudio.com/listener for privacy information.

In her new podcast, Bloomberg journalist Emily Chang sits down for intimate interviews with the biggest names at the intersection of tech, business, entertainment and culture. Join her every Thursday for a behind-the-scenes look at the most exciting and influential trends, and the big personalities behind them.     

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