Why Producer Prices May Signal Trouble Ahead for Stocks

05/28/21 • 32 min

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

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Hosts: Alix Steel and Paul Sweeney

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.

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In this week's Bloomberg Intelligence podcast featuring our analysts and their research, Poonam Goyal says the pandemic-fueled digital shopping surge is likely here to stay. So too are supermarkets seeing the boom, with Jennifer Bartashus suggesting digital sales there to reach 14% by 2025. Kevin Tynan says the chip shortage will tighten up automaker inventory and raise profit, but lost inventory could turn into lost revenue over the longer term. Geetha Ranganathan believes a deal with Warner would push Discovery into the streaming big leagues. Drew Reading shows how pricing power is expanding homebuilder margins.

Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro.

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>.

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Hosts: Alix Steel and Paul Sweeney

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.

Here's Why - Why Producer Prices May Signal Trouble Ahead for Stocks

Transcript

Speaker 100:00:01.959

This is Bloomberg Intelligence. Super wants to view the Amazon off retail l fee Commerce Disney plus service might actually end up benefiting Netflix. In depth research and data on two thousand companies industry capital return is the key story for the US banks. The telcos naturally are moving into content distribution. I think it's a good move. Bloomberg Intelligence with Alex Steel and Paul Sweeney on Bloomberg Radio. Over the next hour, we're