Bloomberg Intelligence
Unilever Split, Boeing Latest, Intel Grant
Mar 22, 2024
Topics include Unilever's split, Boeing's cash drain prediction, Intel's government grant, potential TikTok ban in US, and Dow Chemical CEO discussing high power prices in Europe
39:06
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Quick takeaways
- Unilever's separation of ice cream business discussed
- Boeing predicts massive cash drain in the aerospace sector
Deep dives
US Economy Outlook and Fed Rate Cuts
The US economy shows signs of gaining strength at the beginning of the year, with sectors like electronics and automotive performing well. Despite discussions on electric vehicles, automotive sector is expected to have another good year. Housing market has seen a slow start, but an uptick in single-family home starts is anticipated, leading to potential growth in other durable goods manufacturing. The commodity space has witnessed reduced costs, although some consumer inflation may persist due to de-stocking.
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