In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries in 2023:
US Equities -- Gina Martin Adam says the upside for market fundamentals appears limited, financials and industrials are rebounding, and small caps look cheap.
Global Internet -- Mandeep Singh says expectations may still be too high in digital ads, travel and delivery marketplaces.
Global Luxury Goods -- Deborah Aitken says China reopening is the key for double-digit sales and earnings growth.
US Regional Banks -- Herman Chan explains why strong earnings momentum may start to fade.
North American Railroads -- Lee Klaskow says their ability to exceed earnings consensus will be driven by volume growth.
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. See omnystudio.com/listener for privacy information.