Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Subscribe to get the podcast by 6am Eastern every day.     On Apple: http://bit.ly/3DWYoAN    On Spotify: http://bit.ly/3jGRYiB     On YouTube: bit.ly/3NMqUKl See omnystudio.com/listener for privacy information.

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their research and outlooks for 2024.OPEC+ Cuts Poised to Extend, Deepen on Bleak Near-Term Outlook -- Salih Yilmaz explains the dynamics of output cuts through 2024 to support oil prices above $70 a barrel.2024 Outlook: Global Asset Managers -- Alison Williams and Neil Sipes evaluate why the revenue outlook is aided by a recent asset revaluation.2024 Outlook: Value Teed Up for Strong Long Drive, History...

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024. German Equities -- Tim Craighead says a region-leading earnings expansion, cyclical-growth exposure and a relatively low valuation offer a constructive outlook. Mutual Funds -- David Cohne says they aren't dead yet as ETFs grow, and lays out a few pockets of life. Diversified Entertainment -- Geetha Ranganathan says the streaming wars may be over, but that the hard part --...

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024. US Homebuilding -- Drew Reading says the market will continue to grapple with historically low affordability. US Airlines -- George Ferguson say airfares are starting to sag and may hurt profits as higher expenses -- notably labor -- temper results. North America Electric Utilities -- Nikki Hsu says record spending and cost controls could fuel broad-based earnings...

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024. European Equities Market -- Tim Craighead lays out the cases for stocks across the continent. US, European Pharmaceuticals -- John Murphy says obesity will remain a focus as Lilly and Novo Nordisk top the growth charts next year and beyond. Canada Banks -- Paul Gulberg says banks such as TD and RBC are girding for economic and credit-quality challenges consistent with a soft...

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:  Deep Dive: Amazon's Unappreciated Profit Story Is Just Beginning -- In separate segments, Anurag Rana, Poonam Goyal, Jennifer Rie and Matt Schettenhelm lay out why Amazon still has plenty of room to grow in the cloud and retail, and the antitrust and regulatory challenges. Want to WFH? London Offers More Flexibility vs. Paris -- Sue Munden says the quest for...

 In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024: Europe Airlines -- Conroy Gaynor explains why the scope for earnings upgrades is more limited in 2024 versus a bumper 2023. North America Industrials -- Karen Ubelhart says demand could soften as some markets, particularly consumer-related, remain muted and some construction sectors decline. Global Computer Hardware and Storage -- Woo Jin Ho says the group is in the early...

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024: Global Luxury Goods -- Deborah Aitken explains why it could be a year of two very different halves for the industry. US Crude Oil E&Ps -- Vincent Piazza says tempered volume growth and capital discipline could still support better free cash flow. European Credit Strategy -- Mahesh Bhimalingam lays out the state of play and what is shaping the trends. US ETFs -- Eric...

 In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024: European Banks -- Lento Tang says profitability and capital strength at decade-plus highs and below-normal cost of risk aren't reflected in sentiment. US Regional Banks -- Herman Chan lays out the headwinds in higher funding costs, muted lending, tougher regulation and weakening credit quality. North America Packaged Food -- Jennifer Bartashus says top-line and earnings growth...

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research: C-Suite, Markets Tune Out ESG Noise, 85% Boost Plans -- Adeline Diab says a survey of executives and investors shows how they apply ESG amid the questions. AI and Autos to Accelerate Shift in Semiconductor Demand -- Kunjan Sobhani lays out the changes that could yield a $1 trillion market. Treasuries Set Up for 2024 Double-Digit Rally -- Ira Jersey gives his...

Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders.     If you like this episode, download more and subscribe on Apple, Spotify or anywhere you get your podcasts.     Apple: http://apple.co/4935eTf     Spotify: http://spoti.fi/3MaWkJT     Anywhere: http://bit.ly/3QqrPC2      See omnystudio.com/listener for privacy information.

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research: Navigating Euro Bull View as Positive Catalysts Soon Into Focus -- Audrey Childe-Freeman says supportive euro and euro-dollar price action is coming into place. Tesla Hard Charging Nudges ChargePoint, Blink, EVgo to Oblivion -- Andreas Krohn explains why Elon Musk's charging plan is proving tough to beat. 15-Year Mortgage Resilience Levels Field vs. 30-Years...

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:EU Resilient Margin, 3Q EPS Not Enough to Calm Investors Angst -- Tim Craighead explains why stocks are dropping even with better-than-expected margins.Earnings Stronger Than Feared, Pacing 2% Gain to End Drought -- Gina Martin Adams lays out the meaning of the unexpected rise in profits.Tesla Supply Chain Can Dodge China's Natural Graphite Salvo -- Steve Man...

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:  Miners Defy Iron Ore, Met Coal Buoyancy as Consensus Capitulates -- Alon Olsha explains why mining stocks aren’t buying into the stubborn strength of iron ore and metallurgical coal markets.  Deep Dive: Copper’s Fast-Rising Supply Gives Way to Demand Surge -- Grant Sporre lays out the longer-term forces changing the industry.  Big Banks’ Capital Levels...

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:  X Draws DSA Heat, But Other Social Media Platforms on Notice Too -- Tamlin Bason says objectionable content following Hamas’ attack will reveal how aggressively EU regulators will wield new enforcement powers.  Alternative-Assets Fundraising Slips, Yet Private Credit Robust -- Paul Gulberg says private capital fundraising is on track to finish this year 20%...

 In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discusses the findings and impacts of their research: Few Reasons to Push Pound Bears Off Their Ledge Now -- Audrey Childe-Freeman lays her outlook after the pound's dramatic change in fortunes. Apple iPhone 15 Unit Sales Likely to Stagnate in US -- Anurag Rana says while unit sales may flatten, revenue could hold up demand for higher-priced phones. A Napa Valley $55 Billion M&A Harvest as Founding...

In this week’s edition of the Bloomberg podcast, a Bloomberg Intelligence analyst discusses the findings and impacts of his research:  Peak Oil Demand Delayed, Energy Transition to Slow -- Salih Yilmaz lays out the results of a survey anticipating delays in peak oil demand and electric-vehicle adoption. Boeing 2024 Outlook: Maximizing Recovery With Deliveries -- George Ferguson says the 737 Max is the key to Boeing’s turnaround.     Deep Dive: Global Auto Profits Split; China Gains as EU,...

In this week’s special edition of the Bloomberg podcast, a Bloomberg Intelligence analyst discusses the findings and impacts of his research: Higher for Longer Has Regional Banks Craving Interest-Rate Cuts -- Herman Chan warns about the changing trends for smaller banks and implications for the regional banks. 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...

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...

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:  US E-Commerce Heads to $2.55 Trillion as Amazon Gets Company -- Poonam Goyal lays out how e-commerce could make up 33% of retail sales by 2027 from 25% today.  EU Appetite for Regulating Big Tech Shows No Signs of Easing -- Tamlin Bason explains the potential impacts of the continuing regulatory push.  AI Chips, Hardware Pivotal vs. Cloud, Cybersecurity, Metaverse --...

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.     Listen and Subscribe on:   Apple: apple.co/3Eyz9EX   Spotify: spoti.fi/45IG5LR   Anywhere: bit.ly/460OMka  See omnystudio.com/listener for privacy information.

Obesity Doctors Envisage More Access; Hurdles Persist -- Michael Shah talks about the findings from his survey of 100 doctors about the biggest weight-loss drugs. Canada Banks Might Need Charges to Boost Leverage -- Paul Gulberg explains why the banks may build additional loan provisions and face other challenges. Regional Banks Find Clarity as Debt, Capital Rules Unveiled -- Herman Chan says tougher regulations regarding capital and long-term debt look manageable. Aldi Aims to Be Bigger...

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research: QQQ Is Tough to Beat; Baron Alone Did It Over 5, 10, 15 Years -- David Cohne says only one equity fund -- the Baron Partners Fund -- has outperformed the massive QQQ ETF. Spot Bitcoin ETF Odds Jump After SEC's Decisive Court Loss -- James Seyffart explains why the chances of approvals are jumping and almost a certain call by next year. Loan Default Rate Stays at 0.5% and...

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:  Companies on 2H CEO Pay Watchlist Face Stronger Scrutiny -- Andrius Tilvikas examines Stoxx 600 companies where executive pay doesn’t align with shareholder interests.  Copper Green-Power Demand Set to Double in Decade of Buildouts -- Grant Sporre lays out the effects of energy security and decarbonization.  Disney Keeps Stream Dream Alive, Set to Surge Past Estimates --...

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:  Italy Tax Clarification May Recoup Some Losses, But Risks Linger -- Lento Tang discusses the impact of the new ceiling on windfall taxes.  Falling Mortgage Prepayments Hint That Homeowners Are Stuck -- Erica Adelberg explains the impact on the mortgage market as fewer homeowners relocate.  Energy Drinks Help Extend US Beverages’ 2Q Blowout -- Kenneth Shea says more gains...