In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024: Europe Airlines -- Conroy Gaynor explains why the scope for earnings upgrades is more limited in 2024 versus a bumper 2023. North America Industrials -- Karen Ubelhart says demand could soften as some markets, particularly consumer-related, remain muted and some construction sectors decline. Global Computer Hardware and Storage -- Woo Jin Ho says the group is in the early stages of an earnings growth cycle after bottoming in 2023. Deep Dive: Private Capital Can Reap Billions More in Fees -- Paul Gulberg lays out the group's plans to reap an additional $22 billion in annual fees. North American Life Insurance -- Jeff Flynn explains how the jump in interest rates has created the best fundamental backdrop for the group in years. 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 121 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.

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024: Global Luxury Goods -- Deborah Aitken explains why it could be a year of two very different halves for the industry. US Crude Oil E&Ps -- Vincent Piazza says tempered volume growth and capital discipline could still support better free cash flow. European Credit Strategy -- Mahesh Bhimalingam lays out the state of play and what is shaping the trends. US ETFs -- Eric Balchunas lays out why ETFs are set to emerge as the dominant investment vehicle of the 21st century. Carbon Metrics Keep ESG Funds From Tapping Materials’ Potential -- Shaheen Contractor explains why industries with a high-carbon intensity like cement and steel are less likely to be included in funds. 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 121 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.

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024: European Banks -- Lento Tang says profitability and capital strength at decade-plus highs and below-normal cost of risk aren't reflected in sentiment. US Regional Banks -- Herman Chan lays out the headwinds in higher funding costs, muted lending, tougher regulation and weakening credit quality. North America Packaged Food -- Jennifer Bartashus says top-line and earnings growth could be more modest as the industry rebalances price and volume. Global Internet -- Mandeep Singh says pressure will come from lower brand-ad spending, with any contribution from generative AI likely small anytime soon. US Equities -- Gina Martin Adams says a second dip in the US economy is likely underway and could complicate parts of the S&P 500 that largely avoided the 2022 slump. 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.

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research: C-Suite, Markets Tune Out ESG Noise, 85% Boost Plans -- Adeline Diab says a survey of executives and investors shows how they apply ESG amid the questions. AI and Autos to Accelerate Shift in Semiconductor Demand -- Kunjan Sobhani lays out the changes that could yield a $1 trillion market. Treasuries Set Up for 2024 Double-Digit Rally -- Ira Jersey gives his outlook for next year. Autos' $15 Billion Revenue Uptick Lacks Catalysts Beyond 2024 -- Kevin Tynan explains why the good times may be over for automakers. Municipal Governments May Need to Raise Their Own Climate Funds -- Andrew John Stevenson lays out the local impact of the US cuts in climate spending. 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.

Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders.     If you like this episode, download more and subscribe on Apple, Spotify or anywhere you get your podcasts.     Apple: http://apple.co/4935eTf     Spotify: http://spoti.fi/3MaWkJT     Anywhere: http://bit.ly/3QqrPC2     See omnystudio.com/listener for privacy information.

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research: Navigating Euro Bull View as Positive Catalysts Soon Into Focus -- Audrey Childe-Freeman says supportive euro and euro-dollar price action is coming into place. Tesla Hard Charging Nudges ChargePoint, Blink, EVgo to Oblivion -- Andreas Krohn explains why Elon Musk's charging plan is proving tough to beat. 15-Year Mortgage Resilience Levels Field vs. 30-Years in October -- Erica Adelberg lays out the current state of play for mortgage-backed securities. Vestas, Peers' Offshore Woes Won't Derail Sales Acceleration -- Rob Barnett says wind-turbine sales can still rise in the double digits even with high profile cancellations. Can Banks Achieve Net Zero? That's the $268 Billion Question -- Eric Kane says NatWest and Nordea earned the highest BI Carbon scores among 54 banks. 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.

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:EU Resilient Margin, 3Q EPS Not Enough to Calm Investors Angst -- Tim Craighead explains why stocks are dropping even with better-than-expected margins.Earnings Stronger Than Feared, Pacing 2% Gain to End Drought -- Gina Martin Adams lays out the meaning of the unexpected rise in profits.Tesla Supply Chain Can Dodge China's Natural Graphite Salvo -- Steve Man ways Tesla may be the US automaker most immune to restrictions of a battery material.America Is Helping Make Europe Land of the Cheap (for ETFs) -- Athanasios Psarofagis says US ETF issuers are making a move into Europe with low fees.Magnificent Seven No Monolith as Apple Leads, Tesla, Amazon Lag -- Chris Cain talks about the wide differences between the Big Tech stocks that have led the 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 . See omnystudio.com/listener for privacy information.

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:  Miners Defy Iron Ore, Met Coal Buoyancy as Consensus Capitulates -- Alon Olsha explains why mining stocks aren’t buying into the stubborn strength of iron ore and metallurgical coal markets.  Deep Dive: Copper’s Fast-Rising Supply Gives Way to Demand Surge -- Grant Sporre lays out the longer-term forces changing the industry.  Big Banks’ Capital Levels Readied for 19% Boost by New Fed Rule -- Nathan Dean outlines what’s at stake for bank capital levels if regulators’ so-called Basel III endgame proposal is implemented. Water Is Critical for Beverages, Affecting Production and Profit -- Gail Glazerman explains the implications for beverage companies from climate change.  Canadian Banks Have Levers to Address Rising CRE-Loan Risk -- Paul Gulberg looks at the risks from commercial real estate, especially in office loans and US exposure.  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.

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:  X Draws DSA Heat, But Other Social Media Platforms on Notice Too -- Tamlin Bason says objectionable content following Hamas’ attack will reveal how aggressively EU regulators will wield new enforcement powers.  Alternative-Assets Fundraising Slips, Yet Private Credit Robust -- Paul Gulberg says private capital fundraising is on track to finish this year 20% below 2022, exceeding forecasts for a single-digit drop.  Fed to Put JPMorgan, Wells Fargo’s TLAC Surpluses at Risk -- Arnold Kakuda explains why their bail-in debt surpluses may turn into deficits.  Grocery E-Commerce Profit Could Hinge on Bespoke Ads Off Data -- Diana Rosero-Pena lays out changes that might lift unprofitable grocery operations.  Yield Curve Pancakes Before Steepening as Tightening Hits Growth -- Ira Jersey explains the impact of the market finally pricing for extended tight monetary conditions.  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.

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discusses the findings and impacts of their research: Few Reasons to Push Pound Bears Off Their Ledge Now -- Audrey Childe-Freeman lays her outlook after the pound's dramatic change in fortunes. Apple iPhone 15 Unit Sales Likely to Stagnate in US -- Anurag Rana says while unit sales may flatten, revenue could hold up demand for higher-priced phones. A Napa Valley $55 Billion M&A Harvest as Founding Vintners Age -- Andrew Silverman says retirements of the region's founding vintners will reap a record crop of deals. Three Certainties in Life: Death, Taxes and Vanguard ETF Inflows -- Eric Balchunas explains whether the giant can dominate even more. 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.

In this week’s edition of the Bloomberg podcast, a Bloomberg Intelligence analyst discusses the findings and impacts of his research:  Peak Oil Demand Delayed, Energy Transition to Slow -- Salih Yilmaz lays out the results of a survey anticipating delays in peak oil demand and electric-vehicle adoption. Boeing 2024 Outlook: Maximizing Recovery With Deliveries -- George Ferguson says the 737 Max is the key to Boeing’s turnaround.     Deep Dive: Global Auto Profits Split; China Gains as EU, US Fall -- Steve Man lays out the diverging paths for the world's automakers as EVs change the game. Deep Dive: Sizing Generative AI's Trillion-Dollar Market -- Mandeep Singh digs into how AI will ripple through every segment of the technology sector. Regional Banks’ Book Values — Herman Chan breaks down the numbers 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.

In this week’s special edition of the Bloomberg podcast, a Bloomberg Intelligence analyst discusses the findings and impacts of his research: Higher for Longer Has Regional Banks Craving Interest-Rate Cuts -- Herman Chan warns about the changing trends for smaller banks and implications for the regional banks. 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.

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research: HSBC $40 Billion-Plus Scope for Returns Overlooked -- Tomasz Noetzel explains how HSBC's scope to return capital, especially through buybacks, is under-appreciated. Regional Banks' Regulatory Burden Rises, But Appears Manageable -- Herman Chan lays out how proposed rules on capital and long-term debt will be tougher on big banks than regionals. Crop-Price Ratios Signal Fertilizer Sales Surge for Nutrien, CF -- Alexis Maxwell shows how fertilizer-to-crop price ratios suggest demand should rebound. Ford's Search for the Next Big Profit Producer -- Kevin Tynan explains how Ford is looking to find profits as money-losing EVs expand away from its traditional trucks and SUVs. Private Credit's $22 Billion Potential for Carving Out New Fees -- Paul Gulberg examines the growing opportunities in lending and asset-based finance. 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.

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:  US E-Commerce Heads to $2.55 Trillion as Amazon Gets Company -- Poonam Goyal lays out how e-commerce could make up 33% of retail sales by 2027 from 25% today.  EU Appetite for Regulating Big Tech Shows No Signs of Easing -- Tamlin Bason explains the potential impacts of the continuing regulatory push.  AI Chips, Hardware Pivotal vs. Cloud, Cybersecurity, Metaverse -- Breanne Dougherty explains the distinct differences in these groups and their returns.  UAW-GM 2019 Strike History Points to 17% Drop in Steel Prices -- Richard Bourke points out which steelmakers are most at risk in a strike.  AIG’s Exposure to Airplanes Trapped in Russia Likely Manageable -- Matthew Palazola says while insurers face billions in potential losses, AIG doesn’t.  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.

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.     Listen and Subscribe on:   Apple: apple.co/3Eyz9EX   Spotify: spoti.fi/45IG5LR   Anywhere: bit.ly/460OMka See omnystudio.com/listener for privacy information.

Obesity Doctors Envisage More Access; Hurdles Persist -- Michael Shah talks about the findings from his survey of 100 doctors about the biggest weight-loss drugs. Canada Banks Might Need Charges to Boost Leverage -- Paul Gulberg explains why the banks may build additional loan provisions and face other challenges. Regional Banks Find Clarity as Debt, Capital Rules Unveiled -- Herman Chan says tougher regulations regarding capital and long-term debt look manageable. Aldi Aims to Be Bigger Contender in Battle for US Grocery Share -- Jen Bartashus says Aldi's deal for Winn-Dixie and Harveys supermarkets will compete with Publix, Walmart and Kroger. It's Up to Meta and Alphabet to Keep Communications Rolling -- Michael Casper lays out the challenges for this top-performing sector. 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.

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research: QQQ Is Tough to Beat; Baron Alone Did It Over 5, 10, 15 Years -- David Cohne says only one equity fund -- the Baron Partners Fund -- has outperformed the massive QQQ ETF. Spot Bitcoin ETF Odds Jump After SEC's Decisive Court Loss -- James Seyffart explains why the chances of approvals are jumping and almost a certain call by next year. Loan Default Rate Stays at 0.5% and Junk at 0.2% for Two Months -- Mahesh Bhimalingam gives the state of play for leveraged loans and high-yield bonds. Interest Rates Boost Appeal of Older Airbus A320s, Boeing 737s -- George Ferguson explains the reasons behind the shift to older aircraft and the implications. Drought, Fines and Labor Pressure Profits: ESG Dollars & Cents -- Gail Glazerman shows how ESG developments are hitting the bottom line across industries. 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.

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:  Companies on 2H CEO Pay Watchlist Face Stronger Scrutiny -- Andrius Tilvikas examines Stoxx 600 companies where executive pay doesn’t align with shareholder interests. Copper Green-Power Demand Set to Double in Decade of Buildouts -- Grant Sporre lays out the effects of energy security and decarbonization. Disney Keeps Stream Dream Alive, Set to Surge Past Estimates -- Geetha Ranganathan explains how streaming could bring in revenue double what Wall Street expects. Hurricane Hilary’s Record Rain Unlikely to Feed Big Insured Loss and Maui Fires Pose Insurer Risk in Single-Digit Billions of Dollars -- Matthew Palazola looks at the effects to two natural disasters on insurers. Regional Banks’ $157 Billion TLAC Deficit May Rise With Endgame -- Arnold Kakuda explains how the potential shortfall could rise to about $200 billion.  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.

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:  Italy Tax Clarification May Recoup Some Losses, But Risks Linger -- Lento Tang discusses the impact of the new ceiling on windfall taxes.  Falling Mortgage Prepayments Hint That Homeowners Are Stuck -- Erica Adelberg explains the impact on the mortgage market as fewer homeowners relocate.  Energy Drinks Help Extend US Beverages’ 2Q Blowout -- Kenneth Shea says more gains may be in store as the energy-drink market gets charged up. Arista’s AI Cloud Engine Just Getting Revved Up, Raising Outlook -- Woo Jin Ho lays out the potential impact of AI’s growth on sales and earnings.  Microsoft Could See $5 Billion Sales Bump From AI-Based Copilots -- Anurag Rana projects the potential as the company adds AI across its products.  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.

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impacts of their research:   Kering's Valentino Swoop Is a Great Fit at a Decent Price and LVMH Offsets Lighter US With High End, China -- Deborah Aitken explores recent moves in luxury goods. Netflix’s New Black Is Free Cash Flow on Likely 5x Surge by 2025 -- Geetha Ranganathan explains why cash flow could be five times higher than 2022 and 9% above consensus. `Manic' Stage Signal Greedy Market's Summer Slowdown and Market's Breakout Star to Watch? Industrials May Reveal a Clue -- Gina Martin Adams gives her outlook for stocks. Amazon Breakup a Long Shot as FTC Antitrust Suit May Go On Years -- Jennifer Rie says any FTC action would be a steep uphill climb for the Biden administration and likely take years. Biden's Plan Flashes Red Light on Spinoffs, a $960 Billion Tool -- Andrew Silverman explains the impact of a little-noticed Biden proposal for taxing spinoffs. 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.