In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Audrey Childe-Freeman discusses why she views the Norwegian krone, Aussie and sterling as well-positioned in the yield story. Eric Balchunas shows how the ETF rotation to value from growth could produce ARKK-style inflows. Matthew Bloxham lays out the challenge for a European telecom carrier cash-flow rebound. REIT analyst Jeffrey Langbaum says Sun Belt rents have held up better in coastal markets, but a change may be coming. Jody Lurie details her post-pandemic credit outlooks for Hilton and Hyatt.

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 .

See omnystudio.com/listener for privacy information.