Why the Road Ahead Looks Better for European Banks

In this week's Bloomberg Intelligence podcast featuring our analysts and their research, Jonathan Tyce discusses why prospects are brightening for European banks into year-end. Christopher Cain says a rare Venn diagram coupling lower valuations with the biggest-momentum S&P 500 stocks may stick. Adeline Diab discusses a watershed moment for ESG, with debt sales potentially reaching $1 trillion this year. Erhan Gurses says southern European telecom providers could tap into a $1 trillion EU recovery fund. And Himanshu Bakshi details Canadian banks' rising housing risk.Hosts: Alix Steel and Paul Sweeney. Producer: Tim Herro.The BI Radio show 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., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.