In this week's BI radio show featuring our analysts and their research, pharma analyst Sam Fazeli suggests booster effectiveness appears to fade, making annual Covid shots likely in coming years. Julie Chariell discusses how Robinhood's risk from a shift in demand. Jon Tyce shows how persistent inflation is aiding net interest income outlooks for European and U.S. banks. Drew Reading lays out the next growth path for U.S. home centers. Andrew Silverman says which sectors would be boosted by the penny's demise. The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI . Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Intelligence

The Case for an Annual Covid Jab; Robinhood's Risk

In this week's Bloomberg Intelligence radio show, Robert Schiffman says why he thinks Amazon.com's gross cash could top $100 billion in 12-18 months. Will Hares details why COP26 standards could raise emissions pressure on European oil majors. Rob Du Boff shows how investors are borrowing from the corporate raider playbook to pressure companies on ESG. Jody Lurie discusses how bottlenecks and staff shortages are hurting credit profiles of consumer staples and cyclicals. And Duncan Fox lays out the narrow path to a profitable holiday for European packaged foods companies beset by supply-chain disruptions, shortages and rising wages. The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI . Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Amazon's $100 Billion in Gross Cash; Oil's COP26 Heat

In this week's version of Bloomberg Intelligence radio, Fernando Valle previews oil E&P earnings and explains why WTI's discount to Brent is likely to stay narrow through year-end. Lee Klaskow notes that trucker sentiment is driving bullish rate expectations. Laurent Douillet says to look beyond 35% EU EPS growth -- the devil is in the details. Mustafa Okur shares his view that European industrials' 3Q earnings reports will be all about costs. And Eileen Segall says Bentley Systems is well poised for a wave of infrastructure spending. The BI radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI . Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Brent-WTI Stays Narrow; Bullish Trucker Sentiment

This week's Bloomberg Intelligence radio show features Eric Balchunas discussing his view that Bitcoin ETFs may have a rocky start, based on the futures mutual fund flop. Charles Allen shows how commodity inflation is starting to pressure supermarket prices. Deborah Aitken says why Procter & Gamble is well positioned for the pandemic economy and recovery. Herman Chan notes that regional banks may see a revenue boon from a steeper yield curve. And Douglas Rothacker lays out the $10 billion opportunity for General Dynamics in long-range jets. The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI . Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bitcoin's Cloudy ETF Prospects; Rising Grocery Prices

In this week’s Bloomberg Intelligence Radio Show, featuring our analysts and their research, Anurag Rana says why the Street could be underestimating the iPhone 13’s sales potential. Jennifer Bartashus discusses the $60 billion buy-local opportunity for Kroger, Albertsons, Sprouts, Ahold Delhaize and Walmart. Scott Levine shares his view on why the oil-price surge may bring only middling effects for offshore drillers. Paul Vickars says threats outweigh opportunities for global utilities in the power price surge. And Iwona Hovenko says why U.K. homebuilders Persimmon, Barratt, Taylor Wimpey and Bellway could navigate inflation in the near term. The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI . Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

More IPhone13 Power? $60 Billion in the Backyard: Podcast

In this week's radio show featuring Bloomberg Intelligence analysts and their research, Alison Williams discusses why Wells Fargo and Bank of America may be best positioned among big banks for interest rate increases. Matthew Bloxham says the music industry's growth tear is a boon for labels and platforms. Amine Bensaid shows how Spotify could top estimates and add 20-25 million paid subscribers by 2023. Patricio Alvarez explains why Europe's natural gas rally may have implications beyond 2021, and Kenneth Shea discusses his survey showing why Coca-Cola, PepsiCo, Monster Beverage and Constellation Brands are well positioned to capitalize on beverage trends. The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI . Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Wells, BoA in Catbird Seat on Rates? Music on a Tear

Wells, BoA in Catbird Seat on Rates? Music on a Tear (Podcast)

In this week's radio show featuring Bloomberg Intelligence analysts and their research, Mandeep Singh shows why social media companies such as Facebook and Pinterest may see a slower pace of growth in online ad views. Joel Levington shares what his analysis reveals about why certain industrials have outperformed. Michael Casper sounds the alarm bells about the risk that inflation and high leverage pose to small-cap stocks. Diana Rosero-Pena discusses strong underlying grocery shopping trends, and which categories stand out, as seen in the latest IRI data. And Louise Parker explains how Philip Morris may be attempting to counter ESG concerns. The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI . Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Social Media Ad Views Step Back; Small-Cap Alarm Bells

In this week's radio show featuring Bloomberg Intelligence analysts and their research, Michael Dean notes that Porsche is emerging with a strong lineup of battery-powered electric vehicles. Gina Martin Adams explains why Europe poised to lead global stocks as global growth slows. Poonam Goyal lays out her scenario analysis showing Allbirds could garner more than $1 billion in sales by 2025. Spencer Cutter says oil producers have over $30 billion in cash on hand, but with no near-term maturities, may be forced to borrow at a premium to pay down debt. Mahesh Bhimalingam explains why Europe bonds are poised for a comeback. The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI . Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Porsche's BEV Stable; Europe Stocks’ Green Shoots

In this week's radio show featuring Bloomberg Intelligence analysts and their research, Mike McGlone says Bitcoin has little resistance on a path to $100,000 and Ethereum to $5,000. Sarah Jane Mahmud shows why a probe of DWS in the U.S. could be a canary in the coal mine for regulators and ESG funds. Chris Cain gives his take on why stocks with the least top- and bottom-line (fundamental) volatility could extend their hot streak and Diana Gomes notes that a return to normal and receding profit are spurring food delivery competition. Fixed income analyst Mike Holland says Acadia Healthcare is locked and loaded with $1 billion in debt capacity for potential deals. The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI . Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bitcoin’s Path to $100,000; ESG’s Regulatory Test

Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to provide company and industry research.

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Bloomberg Intelligence

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