In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:
Apple, Samsung, Chinese Vendors Await 2H Smartphone Rebound -- Woo Jin Ho lays out the catalysts for a rebound later this year and a stronger 2024 recovery.
Amazon’s Grocery Ambitions Face Long Odds Against Rooted Rivals -- Jennifer Bartashus explains why prospects for winning a dominant share in grocery any time soon look daunting.
Cliffs Executes Strategy, Task May Be Too Tough -- Richard Bourke says its legacy of integrated blast-furnace steelmaking puts it at too big of a handicap.
CLO Flow Solid But Bond-Heavy as Arbitrage Drops, Quality Rises -- Mahesh Bhimalingam lays out the state of play for the CLO market.
US Is a Costly Land of Opportunity for Canadian Wealth Managers -- Ethan Kaye explains why the managers are paying up to buy their way into the US market.
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. Run {BI <GO>}.
See omnystudio.com/listener for privacy information.