Big Ideas to Watch; Inflation + Duration = Confusion
04/08/22 • 32 min
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
10 BI Focus Ideas to Watch: Catalysts, Triggers Ahead in 2Q -- Tim Craighead
2022 Outlook: U.S. Investment-Grade Corporate Credit and 2022 Outlook: U.S. Corporate High-Yield Credit -- Noel Hebert
Lululemon to Set New Long-Term Targets; Bets on Shoes -- Poonam Goyal
Inflation Plus Duration Equals Confusion for Small-Cap Stocks -- Michael Casper
Nubank's Cost Edge Paves Way for 2023 Profit -- Diksha Gera
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:
10 BI Focus Ideas to Watch: Catalysts, Triggers Ahead in 2Q -- Tim Craighead
2022 Outlook: U.S. Investment-Grade Corporate Credit and 2022 Outlook: U.S. Corporate High-Yield Credit -- Noel Hebert
Lululemon to Set New Long-Term Targets; Bets on Shoes -- Poonam Goyal
Inflation Plus Duration Equals Confusion for Small-Cap Stocks -- Michael Casper
Nubank's Cost Edge Paves Way for 2023 Profit -- Diksha Gera
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.
Previous Episode
Big Auto's Lease Landslide; China's Chip Risk
(Bloomberg Intelligence) -- In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
U.S. Tech China De-Risking Hinges on Semiconductor Independence: Mandeep Singh
Confidence Dent in Europe Favors Capex, With Dividends on Watch
U.K. Discounters Advance as Inflation Influences Market Share: Charles Allen
Lease Landslide Adding Billions for GM, BMW Amid Tight Supply: Kevin Tynan
Energy Bond Markets May Long for the Day When Oil Was $85: Spencer Cutter
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
Ethereum and Coinbase: Crypto's Revolutionary Tech
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Coinbase Is More Than an Exchange as Amazon's More Than a Store -- Julie Chariell
BI Crypto Report: Ethereum, a Revolutionary Tech/Asset -- Mike McGlone
Agency Mortgage Index May Shrink If Borrowers Seek Alternatives -- Erica Adelberg
European Utilities' Energy-Transition Focus Outweighs Dividends -- Patricio Alvarez
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.
Here's Why - Big Ideas to Watch; Inflation + Duration = Confusion
Transcript
This is Bloomberg Intelligence, the new tools that a meta words can bring that allows you to create more immersive content. Company they are beginning to sell less of oil more electron in depth research and data on two thousand companies industry. The supply chain breakdown is combining with labor shortages. The Eastern manufacturers continue to dominate or will there be a renewed interest in Western manufacturers. Bloomberg Intelligence, Alex St
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