海外研报

Consumption Tax Not The Needof the Hour, Stimulus ls.

Recent government statements do not suggest any sense of urgency: Theconsumption tax was not mentioned in the annual fiscal auditing reportreleased on june 25, which discussed

Boeing announces deal to acquire Spirit AeroSystems

Boeing announced a definitive agreement to acquire Spirit AeroSystems (SPR) in anall-stock transaction. BA expects the transaction to provide long-term value through

The W&W Indicator falls to marginally bullish in Jun

Indicator falls to the “marginally bullish” zone in JunThe monthly and weekly average of BofA China A-share Wax & Wane Indicator in Jun

Boeing Co. (BA): Monthly aircraft delivery tracker: July mid-point check-in

Our aircraft delivery tracker, based on Planespotters data, shows Boeing hasdelivered 23 aircraft in July through 7/21, including 17 737 MAX, 3 787, 1 777, and 2other.

Outlook for public and private markets

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo GlobalManagement, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed or

Weekly Equity Market Commentary & Conviction Calls

With 2Q earnings season in full swing, the recent rally seen in USequities cooled slightly this week. As evidenced by the

US Weekly Prospects

The soft landing story has been gaining inereasing credibilityin recent weeks. lfanything, some of the growth data hadbcen suggesting activity was slowing more than would bedesirable.