Microsoft's Lift From the Cloud; UK Pension Pickle

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:

Truss U-Turn Still Leaves £1.8 Trillion of Pensions in a Pickle -- Charles Graham explains why the UK's pension industry is in a state of shock.

Microsoft's Cloud Can Lift It Above Consensus in 2024: BI Focus -- Anurag Rana makes the case for larger-than-expected sales growth.

CCCs Yet to Realize Cycle Lows, But Medium Term Is Compelling -- Noel Hebert says return prospects for the asset class are already compelling.

A Kroger-Albertsons Merger Looks Good on Paper, But May Be Tough -- Jennifer Bartashus examines the benefits and pitfalls of the proposed deal.

Municipals Ignoring the Fact That Inflation Battle Still Rages -- Eric Kazatsky says municipal bond traders don't seem to care about inflation.

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>}. 

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