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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
海外研报
2024年07月24日
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,
海外研报
2024年07月27日
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
海外研报
2024年08月05日
Equities: Bad cop, good copper
KEY MESSAGESWe initiate three trade ideas to position for upside incompanies involved in the production of transition metals
海外研报
2024年08月24日
UBS_WA (30)
In this note we preview the coming week's corporate events Below we highlight three key events for next week. Please see this excel for a full list of
海外研报
2024年09月16日
BofA_US Economic Weekly Softer growth and a more dovish Fed_20240920
Weekly viewpoint: A bumpier landingWe have tweaked our economic forecasts. In response to softer-than-expected labor
海外研报
2024年09月22日
Asia FX Talk - Softening activity in Europe
Fed speakers yesterday indicated that the Fed has more work to do in terms of ratecuts, but the size and pace is yet to be determined even as their combined
海外研报
2024年09月25日
GS--Global Rates Trader UST-Bund Decompression
The cross-market spread widening between the US and Europe reflects key themes
海外研报
2024年09月29日
