Little Boost From Latest Boosters; Alphabet Potential

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

  • First Booster Data Don't Bode Well for Pfizer-BioNTech, Moderna -- Sam Fazeli says the first human data for their BA.4/5 vaccines call their use into question this booster campaign.
  • With Alphabet Trading at a Steep Discount, 100% Return Potential -- Robert Schiffman says its financial flexibility and credit ratings have never been stronger.
  • Winter Gas Sentiment, Forecasts Outpace Reality Again -- Vincent Piazza explains why natural gas prices will fall short of forecasts this winter.
  • Agency Mortgage Spreads Appear Wide to Economic Fundamentals -- Erica Adelberg talks about the state of the mortgage-backed market and outlook for supply.
  • High CO2 Ambition = More ESG Fund Inclusion, But Also Some Risk -- Shaheen Contractor lays out how companies with good carbon rankings may draw more investors.

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. 

See omnystudio.com/listener for privacy information.

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