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BA pleads guilty to criminal fraud. How could this affect BDS in the future?
On July 8, 2024, it was reported that Boeing (BA) has agreed to plead guilty to criminal fraud tied to the 2018 and 2019 fatal MAX crashes. Following the 737 MAX, Boeing
海外研报
2024年07月10日
Chile: Copper Exports and Weak Imports Supported the Trade Balance in June (Armella)
Bottom Line: The trade balance recorded a US$1,990mn surplus in June, strongerthan the US$1.60bn surplus in May and firmer than the US$1.44bn surplus a year
海外研报
2024年07月10日
Regional Market Focus ETF in Focus
The ageing global population and rising life expectancy are driving an increase in healthcare spending. Healthcare accounts for over 10% weightage in major global indices
海外研报
2024年07月10日
Charts That Caught My Eye
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
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2024年07月10日
GEN AI: TOO MUCH SPEND, TOO LITTLE BENEFIT?
Tech giants and beyond are set to spend over $1tn on AI capex in coming years, with so far little to show for it. So, will this large spend ever pay off? MIT’s Daron
海外研报
2024年07月10日
USD: are FX markets complacent?
Price action has been very much subdued across G10 FX markets overnight, echoing unchanged USTs and rather mixed global equities. The newsflow has
海外研报
2024年07月10日
USD CPI market preview
Market fixings are currently pricing June CPI at 3.08% vs 3.1% consensus YoY, 3.10% consensus Index NSA and 3.13% DBecon. Assuming seasonal factors are
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2024年07月11日
Emerging Markets Asia: June 2024
Asia ex-China’s net portfolio inflows rose to USD10.9bn in June 2024 from USD7.5bn in May. Lower inflation numbers in the US kept the hope of Fed
海外研报
2024年07月12日
2Q Preview: Screening for Dislocations (SLB), Momentum (AR, CCJ), and Catalysts (WFRD)
Heading into 2Q24 and 2H24, we remain focused on stocking picking versusthematic exposures similar to so far this year, and see three key buckets of
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2024年07月12日
Tracking Trucker Employment; TL Drivers Exit But More May Be Needed
Long haul trucking lost 1,200 drivers in May, below their pre-COVID seasonalsequential increase of ~2,600 drivers (we note that long haul data lags total
海外研报
2024年07月12日
