2023 Outlooks: Global Credit, Copper, Industrials

Here's Why - A podcast by Bloomberg - Fridays

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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: Global Credit -- Joel Levington is watching rising interest rates, fears of recession, lingering Covid and supply-demand imbalances. Copper -- Grant Sporre says the metal will be resilient but isn't recession-proof.European Industrials -- Omid Vaziri says demand could weaken if the economy deteriorates with rising rates and sustained inflation. Auto Parts Suppliers -- Kevin Tynan says materials shortages coupled with supply-chain disruption will keep costs elevated. Oilfield Services -- Scott Levine explains how the industry will ride flush balance sheets. 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 <GO>}. See omnystudio.com/listener for privacy information.