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In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Julie Chariell discusses the retail green shoots that emerged in April, with spending at brick-and-mortar outlets beating that of online. Christopher Cain says value stocks' momentum may be slowing. Warren Buffett is likely to stay conservative in 2021, Matt…
 
In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Robert Schiffman discusses what soaring free cash flow and accelerating returns mean for Apple's credit profile. Athanasios Psarofagis says why global exchange-traded product assets could hit $10 trillion this year. Diana Rosero-Pena explains her view that F…
 
In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Mandeep Singh shows how security features are driving faster-than-expected cloud computing growth. Jonathan Palmer discusses the stabilizing outlook for the drug industry supply chain. Huw Worthington lays out what ECB President Christine Lagarde needs to do…
 
In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Eric Kane discusses the depth of the challenge for global utilities to reach carbon-neutral targets. Shaheen Contractor looks at what's under the hood in ESG ETFs. Simone Andrews talks about green bonds' performance and BI's tracking tool. Rob Barnett examin…
 
In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Poonam Goyal discusses surging apparel sales and retail spending increases. Nathan Dean examines what President Joe Biden's infrastructure plans mean for construction, heavy machinery and other industries. Kenneth Shea details Coca-Cola Femsa's prospects as …
 
In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Sam Fazeli examines how Covid-19 data in the U.K. and Israel clearly demonstrate the impact of vaccinations, Alison Williams looks at the effect the Archegos implosion will have on banks' equities trading results and George Ferguson discusses options for cas…
 
In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Herman Chan discusses the effect higher long-term interest rates will have on bank earnings, Jeffrey Flynn explains how rising 10-year yields could support M&A in the life insurance sector, and Sue Munden looks at the haves and have-nots among European REITs…
 
By 2022, invisible payments are expected to reach a whopping $78 billion in annual transactions. Part of this is due to the boom of digital payments during the pandemic. And Zeta—a company rethinking payments from core to the edge—is benefiting from this boom. We invited Ramki Gadipatti, Co-Founder & CTO of Zeta to chat about the fascinating innova…
 
In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Jennifer Bartashus shows how Dollar General's new Popshelf chain, targeting higher-income shoppers, could reach $1.9 billion in annual revenue by 2025. Brian Egger discusses what the return of the NCAA basketball tourney means for the gaming industry's month…
 
In this week's Bloomberg Intelligence Radio show featuring our analysts and their research, Audrey Childe-Freeman discusses why she views the Norwegian krone, Aussie and sterling as well-positioned in the yield story. Eric Balchunas shows how the ETF rotation to value from growth could produce ARKK-style inflows. Matthew Bloxham lays out the challe…
 
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