海外研报
筛选
Boeing Co. (BA): 2Q24 First Take: year-end production targets reiterated, Kelly Ortberg named CEO
Bottom line: BA 2Q24 results are choppy, as the company worked throughproduction slow downs in commercial and recorded additional charges on challenged
海外研报
2024年08月01日
Taiwan: Pullback in July Exports As Expected
Bottom line:Taiwan’s exports fell 1.7% in July, pulling back after an outsized 8.6% gain the priormonth. The outcome was slightly below consensus expectations and our forecast.
海外研报
2024年08月09日
The Euro’s powering a balance of payments boom
My colleague Fabien Bossy sent me the chart (below) of the Eurozone current account this morning. Europe’s current account surplus reached EUR 51bn in June, EUR 370bn (2.5% GDP) in
海外研报
2024年08月21日
