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Are Bonds Misreading Fed? Weight-Loss Drug Battle | Bloomberg Intelligence

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January 23, 2023

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In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research on companies, industries, policies and markets:

Markets Should Beware of Fed If Financial Conditions Are Easing -- Ira Jersey says the bond market may be misreading the Federal Reserve's intentions for rates.

Apple Insourcing Parts Could Aid Innovation; Margin Effect Murky -- Anurag Rana lays out the implications of Apple's increased efforts to source parts in-house.

Can Amgen Nab a Piece of the Obesity Pie? -- Michael Shah says doctors are encouraged by Amgen's weight-loss drug yet more work is needed.

Best-Execution Proposal Layers on Extensive, Costly Overhead -- Larry Tabb digs into the SEC's extensive and expensive proposals.

Disney Might Need to Recast User Goals in Wake of Peltz Drama -- Geetha Ranganathan explains how an activist's push spotlights some key issues.

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 GO}.

See omnystudio.com/listener () for privacy information.

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

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Bloomberg IntelligenceMarkets Should BewareIra JerseyFederal Reserve'sAnurag RanaCan Amgen NabObesity PieMichael Shah

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