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

Kenvue Faces Margin Test Post $41.6 Billion IPO -- Diana Gomes looks at the challenges facing the newly public company out of Johnson & Johnson. 

EBay Looks Toward Rising Take Rate for Revenue Push -- Poonam Goyal lays out the potential for a key metric for the company. 

PC Bottom in Sight for Dell, HP, Lenovo as AMD, Intel Hold Fast -- Woo Jin Ho explains why the shrinking PC market should bottom out by midyear.

EU Payment Fight Could Cut 40% From Gene Therapy Sales -- Ann-Hunter Van Kirk looks at the impact of EU regulators resisting high drug prices.

New-Home Demand Rebuilds as Battered Markets Lead Broad Rebound -- Drew Reading explains the improving state of sales across the country.

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:

Apple, Samsung, Chinese Vendors Await 2H Smartphone Rebound -- Woo Jin Ho lays out the catalysts for a rebound later this year and a stronger 2024 recovery.

Amazon’s Grocery Ambitions Face Long Odds Against Rooted Rivals -- Jennifer Bartashus explains why prospects for winning a dominant share in grocery any time soon look daunting.

Cliffs Executes Strategy, Task May Be Too Tough -- Richard Bourke says its legacy of integrated blast-furnace steelmaking puts it at too big of a handicap.

CLO Flow Solid But Bond-Heavy as Arbitrage Drops, Quality Rises -- Mahesh Bhimalingam lays out the state of play for the CLO market.

US Is a Costly Land of Opportunity for Canadian Wealth Managers -- Ethan Kaye explains why the managers are paying up to buy their way into the US market. 

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:

Debt Ceiling Breach Likely Avoided, But Angst Coming -- Nathan Dean explains what Bloomberg customers expect from the debt-ceiling fight.

T-Bills Outstanding to Climb on Debt-Limit Deal, Coupons Stable -- Ira Jersey says Treasury bills outstanding could jump by over $500 billion.

429 Million-Ton Elephant in the Room for US Oil and Gas -- Andrew John Stevenson explains the underreporting of methane emissions by oil and gas companies.

Remote Work May Keep Prime European Offices Prone to Distress -- Sue Munden lays out why REIT defenses may not be enough.

Wobbling Dollar's Next Leg Lower Might Be Just Getting Started -- Audrey Childe-Freeman says dollar bears are back 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. . 

See omnystudio.com/listener for privacy information.

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.

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:

Europe's Offices Eye Same Fate as NYC If Values Drop, Rates Rise -- Sue Munden sees the potential for widespread distress to loans financing major European city offices.

When Picking Stocks, ESG Funds Put 'E' First, Pass on S & G Risk -- Shaheen Contractor says environmental factors play the biggest role in US ESG fund stock selection.

Small Caps Have Valuation Advantage, But Waiting on a Catalyst -- Michael Casper says while the Russell 2000 remains cheap relative to the S&P 500, there's more to the story.

WWE, UFC Flex Combat-Sports Media Muscle With $21 Billion ‘TKO -- Geetha Ranganathan explains how the new colossus is ready to rumble.

Mortgage-Pool Values Divided by Geographic Housing Disparities -- Erica Adelberg says the disparities could add incremental value through non-traditional selections.

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:

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:
    
Novo, Lilly Obesity-Drug Hurdles Include Cost, Cover: BI Survey -- Michael Shah explores a survey of doctors on the issues for prescribing weight-loss drugs. 

Regional Banks' Office Loans Gain More Urgency But a Longer Act -- Herman Chan lays out the developing concerns with real estate loans.

SVB's Failure May Mean $500 Billion Haircut for Venture Capital and Upending the Yale Endowment Model? -- Gaurav Patankar explains the impacts on venture capital, private equity and endowments.     

Too Much Skin in the Game? Equity May Create Perverse Incentives -- Rob Du Boff explains a negative side of equity-based pay.

Visa, Mastercard Balance Sheet Strength to Shine Amid SVB Chaos -- Diksha Gera looks at fintech liquidity and operating performance.

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: 

Questions About AT1s’ Future as CS Upends the Capital Structure -- Jeroen Julius examines the future brought by the Swiss decision to write off the bonds and favor shareholders. 

UBS Deal Terms Cut Some Risk of Credit Suisse Unknowns -- Alison Williams looks at the broader picture of what the deal will bring to banking. 

UBS’ Credit Suisse Deal Comes With Legal Issues -- Elliott Stein lays out the legal risks and potential costs that UBS will assume. 

The Difficult Lesson for Regional Banks as Failures Roil Market -- Herman Chan offers a hard truth: accounting convention should not be relied upon to mask interest rate risk. 

Fancy Drugs, Gourmet Food to Breed $500 Billion Pet Market -- Diana Rosero-Pena & Ann-Hunter Van Kirk explore the expanding impact of the world’s pet population. 

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 impact of their research:

ESG's Shocks & Aftershocks: BI's Top Predictions -- Adeline Diab lays out the emerging issues that will shape this year after a rough 2022

The Year in ESG: Market Growth and Challenges -- Shaheen Contractor explains the major forces that shaped the investment strategy.

AI Interest Heating Up, Bringing New Energy to Cooling Thematics -- Breanne Dougherty says artificial intelligence is an investment theme with staying power and disruption potential.

Equity Traders Look to Get More From Algorithms; Goldman Leads -- Jackson Gutenplan discusses the results of BI's survey of traders.

M&A Mania May Go on in Tech and Pharma While Real Estate Slows -- Andrew Silverman explains why two of the busiest deal-making industries will stay hot.

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 impact of their research:

US Duties Low, Yet Lasting Risk for Chipmakers Amid Tensions -- Clelia Imperiali says a looming 25% tariff renewal on Chinese chips heightens pressure on US chipmakers.

Amazon Film Push, Better Slate, Iger Bode Well for Box Office -- Geetha Ranganathan lays out the forces that might revive the domestic box office.

Green Acres Is the Retail Place to Be: Loyal, Growing: BI Survey -- Lindsay Dutch says retailers that target rural customers are better positioned to extend sales gains and expand margin.

Cardiac Pulsed Field Ablation Could Disrupt $10 Billion Market -- Matthew Henriksson examines who's best positioned in what could be a fast-growing field.

Executive Pay, Financing Costs Emerge as Ways to Drive Diversity -- Shaheen Contractor says 40% of US companies link ESG performance to executive pay, up from 16% in 2019.

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.