Here's Why

In this week's Bloomberg Intelligence podcast featuring our analysts and their research, Gina Martin Adams shows why producer prices are suggesting trouble for stocks. Waste companies, by contrast, will see more good than harm from inflation, Scott Levine says. Damian Sassower discusses how markets are pricing in a lack of state support for Huarong’s offshore creditors. Deborah Aitken shares her view on how consumer discretionary companies will allocate capital. And Tatiana Lisitina says e-tailers are loading their war chests, with digital Darwinism sparking M&A.

Hosts: Alix Steel and Paul Sweeney

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 <GO>.

See omnystudio.com/listener for privacy information.

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

• Twitter v. Musk Favors M&A Mandate, May Drive $5-$8 Billion Pact -- Matt Schettenhelm favors Twitter to win a court order forcing Elon Musk to complete their deal.
• North American Rates Focused on Inflation, Inversion -- Ira Jersey explains why the US Treasury yield curve may invert further.
• European Gas Demand to Capitulate If Russia Turns Off Tap Early -- Patricio Alvarez says Europe has few options to overcome its overreliance on natural gas.
• Elasticity of Luxury Brands' Pricing Model Is Difficult to Match -- Deborah Aitken says heritage luxury-goods brands can better pass on pricing than mass-market peers.
• Distressed-Debt Ratio Spikes to 10.7%, Probably on Way to 25% -- Philip Brendel says the supply of distressed debt doubled in a month and should keep rising.

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 <GO>}.

See omnystudio.com/listener for privacy information.

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

• TV No Sideshow for Warner Bros. Discovery on $9.5 Billion Ebitda -- Geetha Ranganathan
• Cash King Apple Returns May Approach $1 Trillion -- Robert Schiffman
• JPMorgan Signals Credit-Cost Shift, Trading Beat for Bank Peers -- Alison Williams
• Ukraine War to Drive $28-$30 Billion of 1Q Catastrophe Losses -- Charles Graham
• Large Pharma 1Q Growth to Benefit From Covid-19, Favorable Base -- John Murphy

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 <GO>}.

See omnystudio.com/listener for privacy information.

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Truss U-Turn Still Leaves £1.8 Trillion of Pensions in a Pickle -- Charles Graham explains why the UK's pension industry is in a state of shock.
Microsoft's Cloud Can Lift It Above Consensus in 2024: BI Focus -- Anurag Rana makes the case for larger-than-expected sales growth.
CCCs Yet to Realize Cycle Lows, But Medium Term Is Compelling -- Noel Hebert says return prospects for the asset class are already compelling.
A Kroger-Albertsons Merger Looks Good on Paper, But May Be Tough -- Jennifer Bartashus examines the benefits and pitfalls of the proposed deal.
Municipals Ignoring the Fact That Inflation Battle Still Rages -- Eric Kazatsky says municipal bond traders don't seem to care about inflation.
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 <GO>}.

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 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.