

BI Weekend: ASML Orders, US Bank Earnings
Oct 18, 2024
Guest
Oliver Crook
Guest
Gautam Naik
Guest
Deborah Aitken
Guest
Alison Williams
Guest
Kyle Harrison
Guest
Mandeep Singh
Mandeep Singh, a Senior Tech Analyst at Bloomberg Intelligence, dives into ASML's lowered guidance and its ripple effects on the semiconductor industry. Kyle Harrison, Head of Sustainability Research at BNEF, discusses the surge in corporate clean energy purchases driven by major polluters. Alison Williams highlights strong bank earnings, especially Morgan Stanley's impressive performance. Deborah Aitken examines LVMH's struggles in China, while Gautam Naik addresses the role of catastrophe bonds in climate risk management, and Oliver Crook reveals how cheap Chinese EVs challenge European automakers.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
ASML's Market Dynamics and Clean Energy Trends
01:47 • 11min
Economic Dynamics of Clean Energy Adoption in Texas
13:11 • 2min
U.S. Bank Earnings Surge Amid Trading Windfall
14:49 • 2min
Morgan Stanley's Resurgence and Luxury Market Challenges
16:20 • 11min
Market Insights and Catastrophe Bonds
27:44 • 4min
Navigating Risks and Shifts in Catastrophe Bonds and Automotive Industry
31:40 • 8min
Shifting Dynamics in the Automotive Industry: Nationalism and Market Adaptations
39:51 • 2min