In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries for the rest of 2023:
Europe Autos -- Michael Dean says reduced consumer confidence and rising interest rates point to fewer orders and declining prices.
US Rates Strategy -- Ira Jersey sees the yield curve steepening aggressively before year-end and may remain inverted until next year.
North American Auto Manufacturing -- Kevin Tynan says US automakers are keeping production well shy of the cyclical peak.
North America Railroads -- Lee Klaskow explains why earnings growth may have to wait until next year.
Global Crypto Policy -- Nathan Dean explains how US crypto policy favors stablecoins and decentralized tokens like Bitcoin.
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.
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