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.     

Listen & Subscribe:     
Apple: apple.co/3NzkJda     
Spotify: spoti.fi/3Picljp     
Anywhere: bit.ly/3PiDrqK

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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:

US Regional Banks -- Herman Chan says regional lenders are operating with a defensive mindset after recent bank failures.

Retail REITs -- Lindsay Dutch explains why the divide in demand for retail real estate could be more pronounced in 2023-24.

North American Hospitals and Managed Care -- Glen Losev looks at what's shaping two big parts of health care.

Global Internet Sector -- Mandeep Singh says generative AI could be a catalyst for both higher engagement and ad targeting.

Europe's Gas-Price Lull Won't Outlast Asian LNG-Demand Rebound -- Patricio Alvarez looks at the effect of rebounding Asian demand.

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.

Get today’s top interviews from Bloomberg News on the NEW Bloomberg Talks podcast.  

On Apple: apple.co/45Oio52     
On Spotify: spoti.fi/3NdBTM7     
On Stitcher: bit.ly/45MmtGW     
Anywhere: bit.ly/3oODwaO

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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:

Europe Autos -- Michael Dean says reduced consumer confidence and rising interest rates point to fewer orders and declining prices.

US Rates Strategy -- Ira Jersey sees the yield curve steepening aggressively before year-end and may remain inverted until next year.

North American Auto Manufacturing -- Kevin Tynan says US automakers are keeping production well shy of the cyclical peak.

North America Railroads -- Lee Klaskow explains why earnings growth may have to wait until next year.

Global Crypto Policy -- Nathan Dean explains how US crypto policy favors stablecoins and decentralized tokens like Bitcoin.

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: 

BNP to UniCredit, €130 Billion Revenue Upgrades Risk 2H Unwind -- Philip Richards explains how the risk for revenues could reverse as policy rates peak. 

Unsynchronized Earnings Recession Already Shows Recovery Signs -- Gina Martin Adams lays out what could pull large caps out of their recession. 

Large-Ag Cycle Peak Approaches for Deere, CNH and AGCO in 2024 -- Christopher Ciolino explains the risks as this cycle nears a top. 

Generative AI Races Toward $1.3 Trillion in Revenue by 2032 -- Mandeep Singh says revenue may grow at a compound annual rate of roughly 42%. 

US Chips Act to Advance Onshoring But the Course Ahead Is Long -- Kunjan Sobhani says will take years untangle from a heavy reliance on Asia. 

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 Housing Pulse: Recovery Firms Up, More Hikes a Risk -- Iwona Hovenko says the continued recovery means a crash may be avoided.

Midyear Outlook: US Cable and Satellite -- Geetha Ranganathan says the wall of worry surrounding a recent broadband slowdown could prove insurmountable.

ChatGPT Is Big With Gen Z, But They Won't Pay for It -- Mandeep Singh explains that while consumers say ChatGPT beats Google search, most aren't willing to pay much.

Credit Pain Yet to Emerge But Losses Loom for Regional Banks -- Herman Chan says tightening conditions and slower economic activity may mean higher loan losses. 

Stripe, Adyen Pit Tech Against Global Payments, Fiserv's Scale -- Diksha Gera says technology-savvy payment processors pose risks to the three traditional leaders.

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. 

See omnystudio.com/listener for privacy information.