
Bloomberg Intelligence
Bloomberg
Categorias: Noticias y política
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In this week’s Bloomberg podcast, Bloomberg Intelligence analysts outline their top predictions for the year:
Cycle Rebound, Resilient EPS and Value Leads Stocks -- Gina Martin Adams says while earnings may be resilient, lack of a major Fed reversal could keep returns in check.
10-Year Treasury Looking at 2.68% by End of 2023 -- Ira Jersey gives his forecast for rates.
Global Solar Demand Poised to Soar -- Rob Barnett lays out why solar is likely to be the fastest-growing piece of the energy sector.
US Land-Driller Profits May Soar 50% -- Scott Levine says tight rig markets could enable land drillers to boost Ebitda this year.
Unprecedented Unwind to Drive Client Activity -- Alison Williams says FICC trading revenue may rise about 20% at leading global banks in 4Q.
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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Episodios anteriores
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192 - BI's 2023 Predictions for Stocks, Rates, Banks Fri, 27 Jan 2023
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191 - Are Bonds Misreading Fed? Weight-Loss Drug Battle Fri, 20 Jan 2023
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190 - 2023 Outlooks: Asset Managers; Real Estate; Beauty Fri, 13 Jan 2023
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189 - 2023 Outlooks: Investment Banks, Fintech, Retail Fri, 06 Jan 2023
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188 - 2023 Outlooks: ESG, REITs, Mortgages, Exchanges Thu, 29 Dec 2022
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187 - 2023 Outlooks: Global Credit, Copper, Industrials Fri, 23 Dec 2022
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186 - 2023 Outlooks: Crypto's Crackdown, Wireless, LNG Fri, 16 Dec 2022
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185 - 2023 Outlook for US Natural Gas, Cable, Machinery Thu, 08 Dec 2022
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184 - 2023 Outlook for US Stocks, Internet, Banks, Luxury Fri, 02 Dec 2022
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183 - $50,000 Cars = $100 Billion; EU Stocks on the Mend Fri, 25 Nov 2022
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182 - FTX Existential Crisis Fix; TMT's Mega-Cap Problem Fri, 18 Nov 2022
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181 - Ho Ho Hum Outlook; Energy Security Must Come First Fri, 11 Nov 2022
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180 - Are Banks Meeting Climate Ambitions? China's Covid Trap Exit Fri, 04 Nov 2022
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179 - Little Boost From Latest Boosters; Alphabet Potential Fri, 28 Oct 2022
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178 - Microsoft's Lift From the Cloud; UK Pension Pickle Fri, 21 Oct 2022
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177 - Pricing in a Recession, Maybe; Adobe's Collapse Fri, 14 Oct 2022
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176 - Health Care's Changing Climate; Vanguard's Power Fri, 07 Oct 2022
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175 - Have Stocks Hit Bottom Yet? No Crash for Housing Fri, 30 Sep 2022
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174 - Whither the Yield Curve Now? Vanishing Muni Issuance Fri, 23 Sep 2022
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173 - Older Cars = Big Spending; Earnings Recession? Fri, 16 Sep 2022
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172 - $6 Trillion Fund Nightmare; NY's Pot Powerhouse Fri, 09 Sep 2022
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171 - Apple IPhone 14 Impact? Yawn; Amazon Lords Over (Podcast) Fri, 02 Sep 2022
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170 - Porsche's Ferrari, Tesla Dream; What the Fed Fears Fri, 26 Aug 2022
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169 - Why Home Prices Must Fall; All In on Retail AI Fri, 19 Aug 2022
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168 - How TMT Stock Rally May Be the Market's Achilles' Heel Fri, 12 Aug 2022
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167 - Manchin Bill Impacts on Energy and Drugs Explained Fri, 05 Aug 2022
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166 - What's Ahead for Interest Rates; Musk's Big Twitter Bill (Podcast) Fri, 29 Jul 2022
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165 - What Bank Earnings Tell Us; Inside Europe's Trading Market Fri, 22 Jul 2022
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164 - Musk's $8 Billion Twitter Bill? Europe's Few Russia Gas Options (Podcast) Fri, 15 Jul 2022
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163 - Is Fed Burning Down the House? Oil's Unprecedented Credit Fri, 08 Jul 2022
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162 - Meta's Margin Surprise; Microsoft Aims at Zoom (Podcast) Fri, 01 Jul 2022
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161 - VW to Drive Past Tesla; No Euro-Dollar Complacency Fri, 24 Jun 2022
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160 - Pain of Higher Mortgage Rates; FedEx Set to Deliver? (Podcast) Fri, 17 Jun 2022
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159 - Passive's Aggressive Growth; A Surge for Platinum Fri, 10 Jun 2022
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158 - Latin America’s Russia Balm; Tesla's Acquired Taste (Podcast) Fri, 03 Jun 2022
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157 - More Deals as Broadcom-VMware Shows Software-Chip Goal? (Podcast) Fri, 27 May 2022
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156 - Fourth Vax's Billions...Maybe; Big Inflation Hammer (Podcast) Fri, 20 May 2022
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155 - Fed's New Normal for Rate Hikes; Can OPEC+ Ease Angst? Fri, 13 May 2022
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154 - Buffett's Buying Just Warming Up; Amazon's Cloudy Days Fri, 06 May 2022
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153 - Ethereum and Coinbase: Crypto's Revolutionary Tech (Podcast) Fri, 29 Apr 2022
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152 - Warner Bros. Discovery TV Heft; Apple's First Trillion Fri, 22 Apr 2022
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151 - Ethereum and Coinbase: Crypto's Revolutionary Tech Thu, 14 Apr 2022
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150 - Big Ideas to Watch; Inflation + Duration = Confusion Fri, 08 Apr 2022
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149 - Big Auto's Lease Landslide; China's Chip Risk Fri, 01 Apr 2022
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148 - Which Cryptos Are Favored by U.S.? Fracking Is Back Fri, 25 Mar 2022
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147 - Dollar Not Dead as Euro Tempts; $52 Billion in Chips Fri, 18 Mar 2022
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146 - Russia Risk to Oil, Banks & More; ESG Overpriced? Fri, 11 Mar 2022
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145 - Buffet's Profit Punch; Digital Future of Health Is Now Fri, 04 Mar 2022
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144 - Stocks Step Back With Economics on Top of Mind Fri, 25 Feb 2022
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143 - Global Fixed Income Returns Return; Bank Margin Gains Fri, 18 Feb 2022