In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024.

European Equities Market -- Tim Craighead lays out the cases for stocks across the continent.

US, European Pharmaceuticals -- John Murphy says obesity will remain a focus as Lilly and Novo Nordisk top the growth charts next year and beyond.

Canada Banks -- Paul Gulberg says banks such as TD and RBC are girding for economic and credit-quality challenges consistent with a soft economic landing.

North America Consumer Hardlines -- Lindsay Dutch explains how demand for new products may be improving after a strong pullback since 2H22.

North America Telecommunications -- John Butler lays out the many factors that may limit growth, including stiff competition from cable.

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 121 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 edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research: 

Deep Dive: Amazon's Unappreciated Profit Story Is Just Beginning -- In separate segments, Anurag Rana, Poonam Goyal, Jennifer Rie and Matt Schettenhelm lay out why Amazon still has plenty of room to grow in the cloud and retail, and the antitrust and regulatory challenges.

Want to WFH? London Offers More Flexibility vs. Paris -- Sue Munden says the quest for talent in a tight labor market may explain why London-based employers are more amenable to flexible working than Parisian peers.

Deep Dive: EU, UK Equity Markets Seek Stability Amid Turmoil -- Larry Tabb explains the changes roiling financial markets.

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 121 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 edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024:

Europe Airlines -- Conroy Gaynor explains why the scope for earnings upgrades is more limited in 2024 versus a bumper 2023.

North America Industrials -- Karen Ubelhart says demand could soften as some markets, particularly consumer-related, remain muted and some construction sectors decline.

Global Computer Hardware and Storage -- Woo Jin Ho says the group is in the early stages of an earnings growth cycle after bottoming in 2023.

Deep Dive: Private Capital Can Reap Billions More in Fees -- Paul Gulberg lays out the group's plans to reap an additional $22 billion in annual fees.

North American Life Insurance -- Jeff Flynn explains how the jump in interest rates has created the best fundamental backdrop for the group in years.

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 121 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 edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024:

Global Luxury Goods -- Deborah Aitken explains why it could be a year of two very different halves for the industry.

US Crude Oil E&Ps -- Vincent Piazza says tempered volume growth and capital discipline could still support better free cash flow.

European Credit Strategy -- Mahesh Bhimalingam lays out the state of play and what is shaping the trends.

US ETFs -- Eric Balchunas lays out why ETFs are set to emerge as the dominant investment vehicle of the 21st century.

Carbon Metrics Keep ESG Funds From Tapping Materials’ Potential -- Shaheen Contractor explains why industries with a high-carbon intensity like cement and steel are less likely to be included in funds.

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 121 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 outlooks for 2024:

European Banks -- Lento Tang says profitability and capital strength at decade-plus highs and below-normal cost of risk aren't reflected in sentiment.

US Regional Banks -- Herman Chan lays out the headwinds in higher funding costs, muted lending, tougher regulation and weakening credit quality.

North America Packaged Food -- Jennifer Bartashus says top-line and earnings growth could be more modest as the industry rebalances price and volume.

Global Internet -- Mandeep Singh says pressure will come from lower brand-ad spending, with any contribution from generative AI likely small anytime soon.

US Equities -- Gina Martin Adams says a second dip in the US economy is likely underway and could complicate parts of the S&P 500 that largely avoided the 2022 slump.

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:

C-Suite, Markets Tune Out ESG Noise, 85% Boost Plans -- Adeline Diab says a survey of executives and investors shows how they apply ESG amid the questions.

AI and Autos to Accelerate Shift in Semiconductor Demand -- Kunjan Sobhani lays out the changes that could yield a $1 trillion market.

Treasuries Set Up for 2024 Double-Digit Rally -- Ira Jersey gives his outlook for next year.

Autos' $15 Billion Revenue Uptick Lacks Catalysts Beyond 2024 -- Kevin Tynan explains why the good times may be over for automakers.

Municipal Governments May Need to Raise Their Own Climate Funds -- Andrew John Stevenson lays out the local impact of the US cuts in climate spending.

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.

Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders.     

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

Navigating Euro Bull View as Positive Catalysts Soon Into Focus -- Audrey Childe-Freeman says supportive euro and euro-dollar price action is coming into place.

Tesla Hard Charging Nudges ChargePoint, Blink, EVgo to Oblivion -- Andreas Krohn explains why Elon Musk's charging plan is proving tough to beat.

15-Year Mortgage Resilience Levels Field vs. 30-Years in October -- Erica Adelberg lays out the current state of play for mortgage-backed securities.

Vestas, Peers' Offshore Woes Won't Derail Sales Acceleration -- Rob Barnett says wind-turbine sales can still rise in the double digits even with high profile cancellations.

Can Banks Achieve Net Zero? That's the $268 Billion Question -- Eric Kane says NatWest and Nordea earned the highest BI Carbon scores among 54 banks.

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:

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.