Bloomberg Intelligence

BI Weekend: ASML Orders, US Bank Earnings

Oct 18, 2024
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.
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