Musk's $8 Billion Twitter Bill? Europe's Few Russia Gas Options (Podcast)

07/15/22 • 32 min

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.

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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.

See omnystudio.com/listener for privacy information.

Previous Episode

Is Fed Burning Down the House? Oil's Unprecedented Credit

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

Burning Down the House? Fed's Mortgage Dilemma as Prices Surge -- Erica Adelberg explains what's different as the Federal Reserve again raises rates to cool the housing market.
Midyear Outlook: MSCI India Index and Emerging Market Small-Cap Equities -- Gaurav Patankar lays out what's ahead for these markets the rest of the year.
Midyear Outlook: Oil Majors Credit -- Paul Vickars looks at the impact of oil majors reducing leverage at an unprecedented pace.
Trimble in Transition, at Peril of Being Overly Diversified -- Eileen Segall digs into Trimble's shift to software from hardware, $63 Billion Erased?
How Higher CET1 Hurdles Impede Big US Banks -- Arnold Kakuda explains how tougher rules will reduce surplus capital at banks and the impact.

See omnystudio.com/listener for privacy information.

Next Episode

What Bank Earnings Tell Us; Inside Europe's Trading Market

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Citi vs. Credit Suisse Signals FICC Upside, Equities Shakeout -- Alison Williams breaks out the key themes so far in the big-bank earnings season.

As Farnborough Air Show Orders Slow, Boeing Cruises Toward Title -- George Ferguson lays out the winners and losers from the big Farnborough Air Show.

Transformative Shakeout Pumps Up Euro Equity Commissions, Rates -- Larry Tabb gives the surprising results of a detailed study on the European equity trading market.

Office Values Could Plunge 30% Amid Rapid Interest-Rate Hikes -- Sue Munden says REIT shares are presaging a crash in European property prices prices.

EM Central Banks Lose Grip on Inflation Narrative -- Damian Sassower explains the impact as inflation overcomes emerging market central banks.

See omnystudio.com/listener for privacy information.

Here's Why - Musk's $8 Billion Twitter Bill? Europe's Few Russia Gas Options (Podcast)

Transcript

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