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

EU Resilient Margin, 3Q EPS Not Enough to Calm Investors Angst -- Tim Craighead explains why stocks are dropping even with better-than-expected margins.

Earnings Stronger Than Feared, Pacing 2% Gain to End Drought -- Gina Martin Adams lays out the meaning of the unexpected rise in profits.

Tesla Supply Chain Can Dodge China's Natural Graphite Salvo -- Steve Man ways Tesla may be the US automaker most immune to restrictions of a battery material.

America Is Helping Make Europe Land of the Cheap (for ETFs) -- Athanasios Psarofagis says US ETF issuers are making a move into Europe with low fees.

Magnificent Seven No Monolith as Apple Leads, Tesla, Amazon Lag -- Chris Cain talks about the wide differences between the Big Tech stocks that have led the 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 edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research: 

Miners Defy Iron Ore, Met Coal Buoyancy as Consensus Capitulates -- Alon Olsha explains why mining stocks aren’t buying into the stubborn strength of iron ore and metallurgical coal markets. 

Deep Dive: Copper’s Fast-Rising Supply Gives Way to Demand Surge -- Grant Sporre lays out the longer-term forces changing the industry. 

Big Banks’ Capital Levels Readied for 19% Boost by New Fed Rule -- Nathan Dean outlines what’s at stake for bank capital levels if regulators’ so-called Basel III endgame proposal is implemented.

Water Is Critical for Beverages, Affecting Production and Profit -- Gail Glazerman explains the implications for beverage companies from climate change. 

Canadian Banks Have Levers to Address Rising CRE-Loan Risk -- Paul Gulberg looks at the risks from commercial real estate, especially in office loans and US exposure. 

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 the findings and impacts of their research: 

X Draws DSA Heat, But Other Social Media Platforms on Notice Too -- Tamlin Bason says objectionable content following Hamas’ attack will reveal how aggressively EU regulators will wield new enforcement powers. 

Alternative-Assets Fundraising Slips, Yet Private Credit Robust -- Paul Gulberg says private capital fundraising is on track to finish this year 20% below 2022, exceeding forecasts for a single-digit drop. 

Fed to Put JPMorgan, Wells Fargo’s TLAC Surpluses at Risk -- Arnold Kakuda explains why their bail-in debt surpluses may turn into deficits. 

Grocery E-Commerce Profit Could Hinge on Bespoke Ads Off Data -- Diana Rosero-Pena lays out changes that might lift unprofitable grocery operations. 

Yield Curve Pancakes Before Steepening as Tightening Hits Growth -- Ira Jersey explains the impact of the market finally pricing for extended tight monetary conditions. 

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 discusses the findings and impacts of their research:

Few Reasons to Push Pound Bears Off Their Ledge Now -- Audrey Childe-Freeman lays her outlook after the pound's dramatic change in fortunes.

Apple iPhone 15 Unit Sales Likely to Stagnate in US -- Anurag Rana says while unit sales may flatten, revenue could hold up demand for higher-priced phones.

A Napa Valley $55 Billion M&A Harvest as Founding Vintners Age -- Andrew Silverman says retirements of the region's founding vintners will reap a record crop of deals.

Three Certainties in Life: Death, Taxes and Vanguard ETF Inflows -- Eric Balchunas explains whether the giant can dominate even more.

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, a Bloomberg Intelligence analyst discusses the findings and impacts of his research: 

Peak Oil Demand Delayed, Energy Transition to Slow -- Salih Yilmaz lays out the results of a survey anticipating delays in peak oil demand and electric-vehicle adoption.

Boeing 2024 Outlook: Maximizing Recovery With Deliveries -- George Ferguson says the 737 Max is the key to Boeing’s turnaround.    

Deep Dive: Global Auto Profits Split; China Gains as EU, US Fall -- Steve Man lays out the diverging paths for the world's automakers as EVs change the game.

Deep Dive: Sizing Generative AI's Trillion-Dollar Market -- Mandeep Singh digs into how AI will ripple through every segment of the technology sector.

Regional Banks’ Book Values — Herman Chan breaks down the numbers

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 special edition of the Bloomberg podcast, a Bloomberg Intelligence analyst discusses the findings and impacts of his 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:

HSBC $40 Billion-Plus Scope for Returns Overlooked -- Tomasz Noetzel explains how HSBC's scope to return capital, especially through buybacks, is under-appreciated.

Regional Banks' Regulatory Burden Rises, But Appears Manageable -- Herman Chan lays out how proposed rules on capital and long-term debt will be tougher on big banks than regionals.

Crop-Price Ratios Signal Fertilizer Sales Surge for Nutrien, CF -- Alexis Maxwell shows how fertilizer-to-crop price ratios suggest demand should rebound.

Ford's Search for the Next Big Profit Producer -- Kevin Tynan explains how Ford is looking to find profits as money-losing EVs expand away from its traditional trucks and SUVs.

Private Credit's $22 Billion Potential for Carving Out New Fees -- Paul Gulberg examines the growing opportunities in lending and asset-based finance.

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: 

US E-Commerce Heads to $2.55 Trillion as Amazon Gets Company -- Poonam Goyal lays out how e-commerce could make up 33% of retail sales by 2027 from 25% today. 

EU Appetite for Regulating Big Tech Shows No Signs of Easing -- Tamlin Bason explains the potential impacts of the continuing regulatory push. 

AI Chips, Hardware Pivotal vs. Cloud, Cybersecurity, Metaverse -- Breanne Dougherty explains the distinct differences in these groups and their returns. 

UAW-GM 2019 Strike History Points to 17% Drop in Steel Prices -- Richard Bourke points out which steelmakers are most at risk in a strike. 

AIG’s Exposure to Airplanes Trapped in Russia Likely Manageable -- Matthew Palazola says while insurers face billions in potential losses, AIG doesn’t. 

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.

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Obesity Doctors Envisage More Access; Hurdles Persist -- Michael Shah talks about the findings from his survey of 100 doctors about the biggest weight-loss drugs.

Canada Banks Might Need Charges to Boost Leverage -- Paul Gulberg explains why the banks may build additional loan provisions and face other challenges.

Regional Banks Find Clarity as Debt, Capital Rules Unveiled -- Herman Chan says tougher regulations regarding capital and long-term debt look manageable.

Aldi Aims to Be Bigger Contender in Battle for US Grocery Share -- Jen Bartashus says Aldi's deal for Winn-Dixie and Harveys supermarkets will compete with Publix, Walmart and Kroger.

It's Up to Meta and Alphabet to Keep Communications Rolling -- Michael Casper lays out the challenges for this top-performing sector.

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.