In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their outlooks for 2024:

European Banks -- Lento Tang says profitability and capital strength at decade-plus highs and below-normal cost of risk aren't reflected in sentiment.

US Regional Banks -- Herman Chan lays out the headwinds in higher funding costs, muted lending, tougher regulation and weakening credit quality.

North America Packaged Food -- Jennifer Bartashus says top-line and earnings growth could be more modest as the industry rebalances price and volume.

Global Internet -- Mandeep Singh says pressure will come from lower brand-ad spending, with any contribution from generative AI likely small anytime soon.

US Equities -- Gina Martin Adams says a second dip in the US economy is likely underway and could complicate parts of the S&P 500 that largely avoided the 2022 slump.

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.

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2024 Outlooks: US Equities; Banking; Internet

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