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Equity Strategy
SPW, an equal weighted S&P500 index, has stalled since March, and is behind SPX so far this year by more than 10%. We think this is reflecting a changing Growth-Policy narrative vs early 2024. Entering this year, investor expectations were for a
海外研报
2024年07月05日
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
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2024年07月05日
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
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2024年07月04日
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
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2024年07月04日
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.
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2024年07月23日
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
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2024年07月16日
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
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2024年07月22日
