Banking's New Burdens; Ford's Search for Next Step
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In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research: HSBC $40 Billion-Plus Scope for Returns Overlooked -- Tomasz Noetzel explains how HSBC's scope to return capital, especially through buybacks, is under-appreciated. Regional Banks' Regulatory Burden Rises, But Appears Manageable -- Herman Chan lays out how proposed rules on capital and long-term debt will be tougher on big banks than regionals. Crop-Price Ratios Signal Fertilizer Sales Surge for Nutrien, CF -- Alexis Maxwell shows how fertilizer-to-crop price ratios suggest demand should rebound. Ford's Search for the Next Big Profit Producer -- Kevin Tynan explains how Ford is looking to find profits as money-losing EVs expand away from its traditional trucks and SUVs. Private Credit's $22 Billion Potential for Carving Out New Fees -- Paul Gulberg examines the growing opportunities in lending and asset-based finance. 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 .  See omnystudio.com/listener for privacy information.
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