In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:
Hawkish Fed Fuels $6 Trillion Nightmare for Active Mutual Funds -- Eric Balchunas explains how renewed hawkishness adds to the nightmare year for some types of funds.
New York Pot Sales Make the Northeast a Budding Industry Power -- Kenneth Shea says the state's move could hasten cannibis approval in neighboring Connecticut and Pennsylvania.
EPS Takes: Inflation Peak Creates Tricky Timeline for Stocks -- Gina Martin Adams explains why she expects even more weakness in the equity markets because of earnings.
Italy Vote Could Leave ECB Between Devil and the Deep Blue Sea -- Huw Worthington says the foreign flight from Italian debt could overwhelm the ECB's plans.
Stricter Rules for GNMA Mortgages May Curtail Supply and Speeds -- Erica Adelberg lays out the impact of stricter requirements for mortgage-backed issuance.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 }. See omnystudio.com/listener for privacy information.