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Speaker 1: Good morning.

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Speaker 2: I'm Brian Curtis and I'm Doug Krisner. Here are the

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Speaker 2: stories we're following today.

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Speaker 1: US President Joe Biden is on his way back from Israel,

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Speaker 1: where he stood shoulder to shoulder with the Israeli people.

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Speaker 1: Let's get ed Baxter in San Francisco, who has all

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Speaker 1: the latest.

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Speaker 3: Dead Yeah, Brian Biden says he understands concern about the

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Speaker 3: safety of civilians got between Israel and Hamas, but that

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Speaker 3: Hamas continues to act out. He says, regarding the explosions

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Speaker 3: at the hospital and the Gaza.

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Speaker 4: Based on the information we've seen to date, it appear

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Speaker 4: as a result of an aerrant rocket fired by a

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Speaker 4: terrorist group in Gaza.

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Speaker 3: And back on Air Force one, Biden met with reporters

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Speaker 3: and says there is a movement on getting aid to Gaza.

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Speaker 4: The truth is that if they have an opportunity to

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Speaker 4: relieve suffering of people who had nowhere to go, they're

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Speaker 4: going to be is what they should do.

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Speaker 3: And the President is saying that Egypt is agreeing now

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Speaker 3: up to twenty trucks a day for Gaza aid, but

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Speaker 3: says the main crossing may not be open until Friday. Meanwhile,

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Speaker 3: voices from around the globe. Palestinian Ambassador to the U

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Speaker 3: n Riad Monsieur says that President Biden has the power

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Speaker 3: to stop the bloodshed.

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Speaker 5: Now, President Biden is a powerful leader. If he tells

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Speaker 5: Israel enough is enough and you have to stop the

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Speaker 5: fighting immediately and it'll allow for helping the Palestinian people

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Speaker 5: in Gaza, then it is possible to begin the journey

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Speaker 5: of maybe opening a possibility for a political horizon.

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Speaker 3: Now, Israel's former Prime Minister now Tali Bennett says there

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Speaker 3: needs to be clarity about what actually is going on there.

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Speaker 6: Say that Israel is responsible.

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Speaker 3: I think you have an issue of moral clarity between

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Speaker 3: good and bad. Israel is fighting a defensive war and

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Speaker 3: the UN Secretary General Antonio ga Terris is focused on

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Speaker 3: the suffering now on the Gaza strip.

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Speaker 7: I called for an immediate humanitarian cisfires to provide sufficient

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Speaker 7: time and space to well realize my stupiles and to

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Speaker 7: the epic human suffering we are witnessing.

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Speaker 3: And the UK s as Prime Minister Richard Sunak plans

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Speaker 3: to go to Israel this week, and we have word

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Speaker 3: that Israel Defense for says it is attacking has be

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Speaker 3: law targets in Lebanon. No new House Speaker nominee Jim

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Speaker 3: Jordan says he will stay in the race despite another

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Speaker 3: snub which was even worse than yesterday's vote.

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Speaker 8: Already proven I can get from the most conservative members

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Speaker 8: of the conference to the more modern members of the conference.

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Speaker 8: So got a whole cross section of the conference. It's

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Speaker 8: important that we get the last few.

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Speaker 3: Bud Bloomberg's Kaylee Lyons reports the math just is not good.

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Speaker 9: Twenty two Republican members of this conference voted for someone

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Speaker 9: other than Jim Jordan today. It was only twenty yesterday.

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Speaker 9: And as you point out, the way the math worked

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Speaker 9: out is he did flip two nose from yesterday into

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Speaker 9: yes is today. Our votes for him him today, but

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Speaker 9: four others turned and voted against him. So the net

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Speaker 9: net was it was too greater in number that didn't

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Speaker 9: vote for him today. But to your question about what

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Speaker 9: happens next, nothing's going to happen for a little while.

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Speaker 9: There's no vote called until at least noon tomorrow.

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Speaker 3: Yeah. Now, Mike Lawler was one of the twenty two

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Speaker 3: Republicans to vote against Jordan, and he says until the

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Speaker 3: core issue of addressing the eight far right members of

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Speaker 3: the Cockers voted against Kevin McCarthy. Jordan will not win.

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Speaker 3: As a matter of fact, he says he will lose

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Speaker 3: more votes tomorrow. Global News Power by more than twenty

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Speaker 3: seven hundred journalists and analysts in over one hundred and

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Speaker 3: twenty countries in San Francisco. I'm Ed Baxter, and this

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Speaker 3: is Bloomberg.

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Speaker 1: I'm Brian Curtis here in Hong Kong, along with Vonnie

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Speaker 1: Quinn in New York. And let's take a look at

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Speaker 1: the top stories. Well, in the Netflix story, I think

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Speaker 1: the lead actually is this stock is up some twelve

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Speaker 1: and a half percent in after hours. It was a

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Speaker 1: pretty good quarter, Netflix, saying that he is raising prices

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Speaker 1: for some customers in the US, in the UK and

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Speaker 1: also in France. After posting his best quarter four subscriber

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Speaker 1: growth in many years. The streaming provider said it added

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Speaker 1: eight point seven to six million customers in the third quarter,

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Speaker 1: surpassing analyst expectations. Ross Benniz, senior analyst at Insider Intelligence,

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Speaker 1: explains why.

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Speaker 10: They've been tapped out in the US market and in

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Speaker 10: several other markets like Western Europe in driving new subscribers

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Speaker 10: because they already have such a large user base, but

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Speaker 10: now that they're kicking freeloaders off and making them pay

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Speaker 10: for their own plans, they're getting these bumps each quarter

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Speaker 10: where they're getting the people who used to use their

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Speaker 10: parents or friends' plans to pay for their own.

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Speaker 1: That's ross Bennis. Netflix credited its subscriber increase to a

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Speaker 1: strong programming slate. Netflix is now on track to add

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Speaker 1: more than twenty million customers this year, and again, as mentioned,

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Speaker 1: shares up more than twelve percent in late trading.

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Speaker 2: We go to Tesla next. The company is sticking with

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Speaker 2: its full year production forecast. Tesla is also promising a

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Speaker 2: new cyber truck to be delivered by November thirtieth. Now,

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Speaker 2: the optimism here comes despite some disappointing profit and revenue

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Speaker 2: for the last quarter. We got some reaction earlier from

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Speaker 2: Seth Goldstein, equity strategist at morning Star.

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Speaker 11: I think we clearly saw that the price cuts have

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Speaker 11: had a major impact on profitability for what is now

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Speaker 11: the fourth straight toquescial quarter, and as Tesla is pursuing

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Speaker 11: the long term volume growth to generate ancillary revenues over

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Speaker 11: a near term profit strategy, they make that prices further

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Speaker 11: in the fourth quarter to per demand, and if they

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Speaker 11: do so, we would likely see profits take another step

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Speaker 11: down in Q four.

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Speaker 2: That is morning Star analyst Seth Goldstein. By the way,

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Speaker 2: Tesla also said it experience to slow down in deliveries

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Speaker 2: last quarter after some planned factory downtime slowed production a bit.

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Speaker 2: Those shares right now in late US trading are off

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Speaker 2: nearly three percent.

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Speaker 1: Brian doug Morgan. Stanley shares fell after the firm reported

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Speaker 1: a drop in third quarter profit and slower growth at

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Speaker 1: its wealth management unit. The bank's net interest income of

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Speaker 1: two billion dollars was the lowest in more than two years,

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Speaker 1: and that came as wealthy clients sought out higher yields

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Speaker 1: on their deposits. Despite this, CEO James Gorman said he

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Speaker 1: expects M and A activity to pick up significantly going forward.

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Speaker 12: We are seeing increasing evidence of M and A and

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Speaker 12: undwriting calendars that are building, and while we expect momentum

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Speaker 12: to continue this year, given the fourth quarter has some

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Speaker 12: seasonal considerations, we expect most of the activity to materialize

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Speaker 12: in twenty twenty four. The minute you see the FED

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Speaker 12: indicate they've stopped raising rates, the M and A and

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Speaker 12: underwriting calendar will explode.

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Speaker 1: CEO James Gorman. Morgan Stanley shares closed down six point

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Speaker 1: seven percent in New York.

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Speaker 2: Well now to the Dutch company ASML, the critically important

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Speaker 2: maker of semiconductor equipment. ASML saying that orders plunged in

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Speaker 2: the third quarter by forty two percent given a slump

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Speaker 2: in the sempic conductor industry. We have more from Bloomberg's

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Speaker 2: Bontiau in Hong Kong.

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Speaker 13: Bookings at a Dutch chef equipment maker fell to two

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Speaker 13: point eight billion dollars in the third quarter. The fall

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Speaker 13: was almost double estimates. It comes as the semiconductor industry

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Speaker 13: experiences a slowdown due to inflation and recession fears. ASML

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Speaker 13: is increasingly reliant on revenue from China. China accounted for

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Speaker 13: forty six percent of ASML's shares in the third quarter,

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Speaker 13: compared to twenty four percent in the previous period. ASML

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Speaker 13: did see a jump in its China business this year

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Speaker 13: as chip makers front run US restrictions, but over the

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Speaker 13: long term, ASML says the US measures will hit sales

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Speaker 13: in China. In Hong Kong, I'm Bonnie al Bloomberg Radio.

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Speaker 2: ASML's biggest customer is TSMC, and later the company is

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Speaker 2: expected to report a sharp decline in profit for the

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Speaker 2: third quarter Bloomberg calculations showing that TSMC sales could fall

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Speaker 2: eleven percent. Brian Well.

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Speaker 1: Vladimir Putin has endorsed Sijinping's vision of the Belton Road initiative.

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Speaker 1: What is that The Chinese president sees Belton Road as

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Speaker 1: a sweet being alternative to the US led world order?

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Speaker 1: Bloomberg's Johan Wong as the story from Hong Kong.

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Speaker 6: Putin praise the Belton Road initiative he set is in

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Speaker 6: sync with Russia's goal of a world of interconnected infrastructure.

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Speaker 6: He envisions what he calls freedom of trade, investment, and labor.

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Speaker 6: At the Belton Road Forum. She also criticized the unilateral

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Speaker 6: sanctions and geopolitical rivalry. Although he didn't identify any country,

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Speaker 6: the remarks were clear references to US policy toward China

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Speaker 6: in recent years. She also sees a brick through coming

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Speaker 6: in a Sino Russian gas pipeline that runs through Mongolia

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Speaker 6: in Hong Kong. Join Wang, Bloomberg Radio.

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Speaker 1: Brian Curtis and Vanni Quinn and thanks to Doug Krisner,

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Speaker 1: Let's get to our guest, it's Jody Schneider, political news

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Speaker 1: director for Bloomberg TV and Radio. Jody, President Biden is

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Speaker 1: promising one hundred million dollars of aid to Gaza residence

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Speaker 1: at the same time that he's backing Israel in its

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Speaker 1: bid to crush Humas. So that kind of creates a

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Speaker 1: natural ten between ordinary residents in Gaza and Hamas fighters,

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Speaker 1: perhaps by design, but I'm curious how you think that

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Speaker 1: plays out on the ground.

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Speaker 14: Yeah, so we did see, you know, President Biden make

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Speaker 14: this trip seven point five hours about to Israel. He

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Speaker 14: repeated what he's been saying since that October seventh attack,

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Speaker 14: that the US stands steadfastly by Israel and will give

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Speaker 14: Israel what it needs. But by saying so on the ground,

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Speaker 14: it had, you know, important impact being there the Israeli's leaders.

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Speaker 14: Israel's leaders really wanted him to come and and so

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Speaker 14: he did. But in terms of being able to give

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Speaker 14: aid to Gaza residents and be able to give them

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Speaker 14: help immediately, it's a lot less clear what he can do.

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Speaker 14: For instance, he got an assurance from Egypt that they

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Speaker 14: would bring some truckloads of supplies, but given the looming

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Speaker 14: humanitarian crisis. There's it's unc clear how much that will do,

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Speaker 14: and also any in terms of any promises of aid.

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Speaker 14: We have a House of Representatives in the United States

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Speaker 14: that's not functioning. They're trying to get a speaker and

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Speaker 14: they're continuing to fail. So it's going to be a

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Speaker 14: while before aid is even passed, either for the residents

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Speaker 14: of Gaza or an aid package, a broader aid package

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Speaker 14: to Israel which will have Ukraine money in it that's

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Speaker 14: said to be as much as one hundred billion dollars

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Speaker 14: that the White House wants to see.

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Speaker 15: Jildi, Did the Biden trip change the trajectory of any

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Speaker 15: potential ground incursion or any other kinds of plans that

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Speaker 15: Israel might be making.

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Speaker 14: I think so, Monny. I think it's really more that

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Speaker 14: he was it was a symbolic kind of trip, you know,

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Speaker 14: meeting with Israel's leaders, meeting with the families there of

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Speaker 14: some of the victims of the attack and those who

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Speaker 14: had family members who are hostages or believed to be hostages.

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Speaker 14: Is it really was much more symbolic in terms of

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Speaker 14: meeting he had hoped to meet with some Arab leaders

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Speaker 14: there about his trip, he really was getting on the

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Speaker 14: plane on Air Force one, just as that the explosion

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Speaker 14: occurred at the hospital in Gaza and the trading of

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Speaker 14: information about who was responsible. He came down on the

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Speaker 14: side of Israel when he was there. So it's in

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Speaker 14: terms of, you know, kind of trying to change a

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Speaker 14: trajectory or certainly the message about the you know, whether

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Speaker 14: there should be a widening or trying to stop it

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Speaker 14: from being a widening conflict, and trying to calm some

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Speaker 14: of those concerns. I'm not so sure he was that successful,

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Speaker 14: partly because he didn't get to meet with Arab leaders

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Speaker 14: during his trip.

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Speaker 1: The President will give a primetime speech tomorrow night from

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Speaker 1: Washington once he's back a lot to talk about. What

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Speaker 1: do you think some of the key messages will be.

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Speaker 14: Yeah, well, I think among them will certainly be he

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Speaker 14: will continue to double down and support for Israel the

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Speaker 14: you know, kind of use the emotion as he's done

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Speaker 14: very effectively siding with the families who have gone, you know,

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Speaker 14: have lost loved ones. He will make it clear that

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Speaker 14: this is you know, an existential threat to Israel's future

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Speaker 14: and he won't let that happen. I think we'll hear

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Speaker 14: that again and again and again, and all these speeches

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Speaker 14: from the president, I think we will also hear and

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Speaker 14: we are. He is increasingly adding another message here, which

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Speaker 14: is uh support and concern about what he's calling ordinary

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Speaker 14: citizens in Gaza, those who are not affiliated with Hamas,

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Speaker 14: who just want to live their lives. And I think

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Speaker 14: he will be making the case that they deserve better

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Speaker 14: than they're getting and that they want there to be

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Speaker 14: humanitarian aid to them. Again, how you do that and

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Speaker 14: how you get people out of there now is a

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Speaker 14: very tricky question. And the third there will be don't

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Speaker 14: let this widen and a message directed to Iran.

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Speaker 1: Yeah, just a quick follow is kind of the thrust

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Speaker 1: of my first question, which was how do you drive

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Speaker 1: a wedge between ordinary residents and Hamas fighters? Is it possible?

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Speaker 1: And is that really what they're trying to achieve?

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Speaker 14: Yeah, I don't know really how you do that, and

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Speaker 14: I'm not sure the administration knows and the Israelis when

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Speaker 14: they go in, you know, you it will be very

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Speaker 14: difficult to determine, uh, you know, which is a Hamas

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Speaker 14: h hide out and which is you know, Hamas dominated

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Speaker 14: uh you know area and which is not. So it's

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Speaker 14: it's going to be a very very tricky situation.

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Speaker 10: Uh.

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Speaker 14: And I think the President realizes that, but he wants

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Speaker 14: that message to be now directed, you know, to a

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Speaker 14: worldwide audience. Obviously that we support Israel, but we don't

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Speaker 14: want to see you know, harm come to so called

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Speaker 14: ordinary citizens. But how that happens is a whole nother matter.

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Speaker 15: Jioldy do what extends Arab leaders be part of the

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Speaker 15: conversation now.

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Speaker 14: Yeah, I think the President and the administration wants very

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Speaker 14: much to be reaching out. I mean, Tony blink In

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Speaker 14: the Secretary of State, crisscross the region for several days,

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Speaker 14: you know, going to Saudi Arabia, going to Cutter, you know,

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Speaker 14: really trying to talk to everybody.

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Speaker 7: Uh.

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Speaker 14: And I think they want as many people on their

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Speaker 14: side as they can get in terms of saying, let

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Speaker 14: us not, you know, uh, widen this conflict. You know,

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Speaker 14: there's no reason for Iran to get involved. We don't

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Speaker 14: want to see you know, Hesbala in the north get involved.

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Speaker 14: But again, this becomes more complicated when you have things

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Speaker 14: like that blast at that hospital and of course the

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Speaker 14: the you know, the trading of blame there that makes

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Speaker 14: it much more complicated.

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