BI's 2023 Predictions for Stocks, Rates, Banks
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts outline their top predictions for the year:
Cycle Rebound, Resilient EPS and Value Leads Stocks -- Gina Martin Adams says while earnings may be resilient, lack of a major Fed reversal could keep returns in check.
10-Year Treasury Looking at 2.68% by End of 2023 -- Ira Jersey gives his forecast for rates.
Global Solar Demand Poised to Soar -- Rob Barnett lays out why solar is likely to be the fastest-growing piece of the energy sector.
US Land-Driller Profits May Soar 50% -- Scott Levine says tight rig markets could enable land drillers to boost Ebitda this year.
Unprecedented Unwind to Drive Client Activity -- Alison Williams says FICC trading revenue may rise about 20% at leading global banks in 4Q.
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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