海外研报

Boeing Co. (BA): Monthly aircraft delivery tracker: August mid-point check-in

Our aircraft delivery tracker, based on Planespotters data, shows Boeing hasdelivered 24 aircraft thus far in August through 8/21, including 16 737 MAX, 2 777, 3

What's Priced In? Boom or Bust?

We analyze where cross-asset valuations are after the sell-off and rebound. While a shallow cutting cycle supports risk, we

Trend evidence still bullish but aware of cycle composite

Before I get into the current trend evidence, I wanted to take a look at the macro and

CT--Global Economics Global Indicators August Chartbook: The World in Pictures

CITI'S TAKE Our global indicators chartbook shows ongoing resilience in services

GS--Global Views: Controlled Descent

1. While Friday’s US jobs report fell modestly short of expectations, it showed arebound from last month, with a 142k increase in nonfarm payrolls and a small dip in