海外研报

Boeing Co. (BA): Updating model for defense segment disclosure, legal payment

We are updating our BA model to incorporate recent commentary from Boeing’sCEO of Defense, Space & Security, Ted Colbert, where he stated 2Q24 financial

Interest Rates Daily

The short-lived US GDP sell off could not derail easing expectations, but pressure mounts on next week’s releases.  The 2.50% floor for the ECB endpoint should hold,

CQ2 Public Cloud Update; Steady Growth in Q2, Capex Remains Top of Mind 

CQ2 showed sequential growth improvements for AWS and GCPwhile Azure was steady (when adjusting for the leap year). A