In this week's Bloomberg Intelligence podcast featuring our analysts and their research, Fernando Valle shows why refiners' recovery may be limited even as U.S. gasoline consumption is soaring. Andrew Silverman reveals who would be most affected by potential global minimum taxes and tax-reporting disclosures. Tim Craighead shows which FTSE groups could benefit from a strong pound. Jody Lurie discusses how pent-up demand could restore travel, leisure and gaming company balance sheets, and Joshua Zaret explains why lumber prices may stay elevated even after a potential 2022 correction.

Hosts: Alix Steel and Paul Sweeney.

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