In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, George Ferguson explains how airline balance sheets are getting weakened in the hunt for the cash they need to survive. Jennifer Bartashus shows how the back-to-school uncertainty may favor Walmart, Target and Costco, while Drew Reading looks at the implications of homebuilder confidence rising to the highest level since 1998. Jonathan Tyce says the big three U.K. banks face $20 billion of expected losses for 2020, and Woo Jin Ho says Cisco’s fiscal second half and 2021 may be pinched amid Covid-19 uncertainty.

Hosts: Alix Steel and Paul Sweeney. Producer: Doni Holloway.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

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In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Larry Tabb shows how a seemingly innocuous SEC plan to modernize stock-market infrastructure will reshape the production, distribution and sale of data, potentially making U.S. exchanges more competitive. Shaheen Contractor examines how gender diversity on company boards may help their stock returns in the U.S. and Europe. Andrew Cosgrove says China is having a strong recovery in metals amid supply disruptions. Charles Allen reviews changes in consumer spending during the pandemic.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show featuring our analyst's research, Sam Fazeli lays out the state of play of testing all of the potential Covid-19 vaccines. Eric Balchunas explains why active investors won't let Tesla relax if it becomes part of the S&P 500. Brian Egger looks at how the newly started pro sports seasons are risky bets to buoy media and gaming. Julie Chariell examines the disruption of business-to-business payments, while Michael Halen says restaurants are reducing their carbon footprint while cutting costs.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show, analyst James Blatchford lays out Democrat Joe Biden's potential policies for transportation and fuel if he were to win the presidency. ESG bond analyst Simone Andrews examines trends in green bonds and how social and sustainable bond issuance is surging. Tech analyst Mandeep Singh explains why sales at online travel companies could fall even more sharply. Analyst Rob Barnett talks about earnings for European airlines and Lufthansa. Trade analyst Clelia Imperiali explores the tensions between the U.S. and Europe and the potential outcomes.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show, equity strategist Chris Cain looks at the impact of Robinhood on trading, stock picking and market prices. Technology analyst Anand Srinivasan previews Apple's earnings, while analyst Deb Aitken previews results for luxury and personal care companies and Duncan Fox lays out what's expected from beverage makers such as Diageo. Energy analyst Fernando Valle explores the impact of Chevron's proposed buyout of Noble and looks ahead to the sector's earnings.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

See omnystudio.com/listener for privacy information.

Race Disclosures? Can't Manage ESG That You Can't See (Podcast)

In this week's Bloomberg Intelligence Radio show, ESG analyst Rob du Boff

analyzes the lack of company disclosures reporting on minorities in their

workplaces, while Adeline Diab talks about the depth of green initiatives to be

embedded in companies and governments as part of the recovery. Analyst

Alison Williams previews the big bank and investment bank earnings that will

start reporting next week. Analyst Paul Gulberg gives his mid-year outlook for

exchanges, and analyst Matthew Palazola examines how insurance brokers are

playing it safe with pricing compared with underwriters.

The BI Radio show 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.

See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio show, pharmaceutical analyst Sam Fazeli lays out the state of play for companies racing to develop a Covid-19 vaccine. Software analyst Anurag Rana gives his outlook for the growth of digital (it's strong), while transportation analyst Lee Klaskow explains what the industry tells us about the U.S. recovery. Analyst Lindsay Dutch talks about how about self-storage REITs are affected by the pandemic, while analyst Jitendra Waral dives into the impact of ad boycotts on Facebook.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio podcast, media analyst Geetha Ranganathan talks about how delayed theatrical releases due to Covid-19 may prove a boon for Netflix. Fixed-income tech analyst Robert Schiffman shows how bond issuance lays out a tale of two companies in Tencent and Alibaba. Drew Reading gives his take on a home-builder rebound, U.S. Auto analyst Kevin Tynan discusses how automakers are ramping up their electric-vehicle efforts, and U.K. counterpart Michael Dean shows how auto supply chains are being reconfigured.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

See omnystudio.com/listener for privacy information.

In this week’s Bloomberg Intelligence Radio podcast, chief U.S. rates strategist Ira Jersey shows how money supply and rates are correlated with elections. Retail analyst Poonam Goyal lays out why she thinks digital sales will double in five years. Elliott Stein discusses the legal fallout from virus-related litigation, Anand Srinivasan breaks down the iPhone market and Will Hares details BP's challenge ahead.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

See omnystudio.com/listener for privacy information.

In this week's Bloomberg Intelligence Radio podcast, Chief U.S. Equity Strategist Gina Martin Adams lays out the S&P 500's path to new highs. Laurent Douillet shows how stimulus has failed to juice European equity valuations and Sarah Jane Mahmud discusses moves to relax MiFID II rules to aid a recovery. Jitendra Waral notes that Amazon.com's rush to meet a coronavirus-related demand surge will come at a cost to profit, and Diana Rosero-Pena says organic and natural food sales are barreling ahead, undeterred by Covid-19.

The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI .

Running time 32:20

See omnystudio.com/listener for privacy information.