Midyear Outlook: Semiconductors, Credit, Retail
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:
Credit Outlook and High Yield 3Q Investor Survey — Mahesh Bhimalingam lays out why investor views have shifted positive on high yield returns.
North America Telecommunications — John Butler says rising competition, pricing pressure, tough comparisons and a choppy economy will limit growth.
Global Semiconductor Sector — Kunjan Sobhani explains how the industry’s seeming recovery could get another boost from artificial intelligence.
North America Retail Staples — Jennifer Bartashus says higher costs for labor and products will keep the focus on retailer margins.
Global Communications and Data Networking Equipment — Woo Jin Ho expects market fundamentals and demand dynamics to outweigh strong sales and earnings execution.
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
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