Midyear Outlooks: Investment Banking, E-Commerce
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:
Container Shipping’s 85% Rate Plunge Hits Rock Bottom? Maybe Not — Stephane Kovatchev explains why rates still have room to sink further.
Midyear Outlook: Global Specialty Chemicals — Sean Gilmartin says volume will remain a pain point as economies in key regions weaken.
Midyear Outlook: Global E-Commerce — Poonam Goyal says sales might stay mixed as stores take back share and economic uncertainty lingers.
Diabetes Tech Sidesteps Syringes With $11 Billion CGM Sales Path — Matt Henriksson lays out the opportunities in the transition to constant glucose monitors from finger sticks.
Midyear Outlook: Global Investment Banks — Alison Williams says recession worries will linger for the stocks.
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.
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