Big Ideas to Watch; Inflation + Duration = Confusion

Here's Why

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>}.

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04/08/22 • 32 min

Here's Why - Big Ideas to Watch; Inflation + Duration = Confusion

Transcript

Speaker 100:00:01.479

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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