Microsoft's Lift From the Cloud; UK Pension Pickle

10/21/22 • 32 min

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.

See omnystudio.com/listener for privacy information.

Previous Episode

Pricing in a Recession, Maybe; Adobe's Collapse

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

Ferrari Purosangue €165,000-a-Car Profit Roars Past Rivals -- Michael Dean explores the impact of the €390,000 car, the most expensive and profitable SUV.

Adobe’s Collapse Could Alter Nature of Tech Funds' Core Holdings -- Anurag Rana says the stock's plunge could raise Microsoft's profile among tech investors.

The Market's Pricing for a Recession, Yet Consensus Has Doubts -- Gina Martin Adams lays out why stocks could be in for some hefty upside.

New-Home Prices Poised to Drop, Just Not as Much as Necessary -- Drew Readingexplains why prices won't fall as much as needed to help affordability.

Stronger Total-Return Expectations Tip Scale Toward Fixed Income -- Damian Sassower lays out why he predicts a positive total return through next year.

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.

Next Episode

Little Boost From Latest Boosters; Alphabet Potential

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

First Booster Data Don't Bode Well for Pfizer-BioNTech, Moderna -- Sam Fazeli says the first human data for their BA.4/5 vaccines call their use into question this booster campaign.
With Alphabet Trading at a Steep Discount, 100% Return Potential -- Robert Schiffman says its financial flexibility and credit ratings have never been stronger.
Winter Gas Sentiment, Forecasts Outpace Reality Again -- Vincent Piazza explains why natural gas prices will fall short of forecasts this winter.
Agency Mortgage Spreads Appear Wide to Economic Fundamentals -- Erica Adelberg talks about the state of the mortgage-backed market and outlook for supply.
High CO2 Ambition = More ESG Fund Inclusion, But Also Some Risk -- Shaheen Contractor lays out how companies with good carbon rankings may draw more investors.

See omnystudio.com/listener for privacy information.

Here's Why - Microsoft's Lift From the Cloud; UK Pension Pickle

Transcript

Speaker 100:00:01.959

This is Bloomberg Intelligence. We're really getting into now the streaming's arm three additions, looking at that and saying we can really build a nice nature for ourselves. In the research and data on two thousand companies and industry, the dollar is the dominant concept in the planet. I think the opposition is not turning progression of what Microsoft can do with this technology. Going forwards Bloomberg Intelligence with Alex Steel and Paul