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Flipped Views on Junk Bonds; Uncertainty at Banks | Bloomberg Intelligence
Posted
February 6, 2023
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February 6, 2023
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34:45Now PlayingIn this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Huge Positive Swing in Euro Junk View; Big Gap vs. US: BI Survey -- Mahesh Bhimalingam says investors surveyed have moved to positive views on high yield return prospects.
Regional Banks Face Uncertainty in Deposits, Economic Outlook -- Herman Chan says earnings highlight the developing trend of slowing revenue growth and decelerating margin expansion.
Heavy-Truck 2023 Downside Underappreciated as Builds May Drop 9% -- Christopher Ciolino explains why industry expectations for production have considerable downside.
Demand, Price, Costs Weigh on Corrugated Peers Entering 2023 -- Richard Bourke explains the potentially dire outlook for corrugated-packaging demand.
Rental Outruns Recession on Embarrassment of Riches -- Karen Ubelhart lays out why the equipment-rental market may shine, with a significant boost from US legislation.
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}.
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Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to provide company and industry research.
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