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Apple IPhone 14 Impact? Yawn; Amazon Lords Over | Bloomberg Intelligence

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September 6, 2022

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In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:

Apple's iPhone 14 Won’t Move the Needle; Next Year’s Upgrade May -- Anurag Rana explains why the new iPhone may not be financially noticeable next fiscal year

Amazon's $15 Billion Content Tab? It's Enough to Lord Over Peers -- Geetha Ranganathan says Amazon.com's big-budget spending could help it surpass Netflix and Disney.

High Grade Corporate Credit Metrics Slide; Financials Much Worse -- Mahesh Bhimalingam says high grade bond fundamentals have peaked and started to deteriorate.

Treasury Curve to Invert More as Wage Growth Bolsters Inflation -- Ira Jersey lays out the market is setting up for further interest-rate increases.

Iran Deal Could Flip Oil Market Back Into Surplus by Year-End -- Salih Yilmaz says a potential Iran deal could help offset the loss of Russian crude

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.

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Guests & Subjects Covered

Bloomberg IntelligenceWont MoveAnurag RanaLord Over PeersGeetha RanganathanMahesh BhimalingamTreasury CurveInvert More

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