2023 Outlook for US Stocks, Internet, Banks, Luxury | Bloomberg Intelligence
December 2, 2022
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32:06Now Playing2023 Outlook for US Stocks, Internet, Banks, Luxury | Bloomberg Intelligence
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as posted by the channelIn this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries in 2023:
US Equities -- Gina Martin Adam says the upside for market fundamentals appears limited, financials and industrials are rebounding, and small caps look cheap.
Global Internet -- Mandeep Singh says expectations may still be too high in digital ads, travel and delivery marketplaces.
Global Luxury Goods -- Deborah Aitken says China reopening is the key for double-digit sales and earnings growth.
US Regional Banks -- Herman Chan explains why strong earnings momentum may start to fade.
North American Railroads -- Lee Klaskow says their ability to exceed earnings consensus will be driven by volume growth.
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