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Podcast: FICC Focus
Episode: Bet on Gaming, Health Care, Retail Credit?: Credit Chat
Description: A 2H recovery may not be the rising tide that lifts all boats as recession, inflation and remaining Covid-19-lockdown risks disproportionately have a negative impact across pockets of health care providers, Macau gaming operations and European consumer and beverage debt issuers. Our global Bloomberg Intelligence team’s analysis suggests competitive pressures may further push Weight Watchers spreads wider, while inflation affects margins for Carrefour and Tesco, and Macau’s casino recovery remains slow. In this Credit Chat edition, Louise Parker, BI European consumer analyst, Cecilia Chan, BI Asia gaming and tech analyst and Mike Holland, BI healt...