海外研报

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.

Americas Transportation: Eye on Freight: Intermodal Recovery Potential v.3

Bottom line: Post the disappointing JBHT earnings release, we thought it couldbe instructive to take a look at several factors that may be in various stages of

USA: Powell Notes Added Confidence from Second Quarter Inflation Progress

BOTTOM LINE: During an interview at the Economic Club of Washington D.C., FedChair Jerome Powell did not comment on the specific timing of the first rate cut but

US Economics  |  US Economic Data

Headline retail sales were unchanged in June, but the control group rose +0.9%. This is the biggest m/m increase inthe control group since April 2023. Both numbers were stronger than the respective consensus forecasts of -0.3% and+0.2%.

Benefit of Lower Rates Offset Holiday Slowdown over the 4th of July

How it Works: In developing the scale, we went back over 50 years of data todetermine averages, outliers, and differing operating environments. As such, a