Our Hong Kong/China Transportation & Infrastructure Analyst Qianlei Fan explains why a resurgence in air travel is leading China’s emergence from deflation.
Jan 22
Pricing in Trump’s Speech at Davos
All eyes have been on President Trump’s address at the World Economic Forum. Michael Zezas, our Deputy Global Head of Research, and Ariana Salvatore, our Head of Public Policy Research, talk about potential implications for policy and the U.S. outlook.Read more insights from Morg ... Show More
8m 40s
Apr 2025
Boeing Stock Rises, Nvidia Falls, On Holding Shares Up
On this episode of Stock Movers:
- Boeing (BA) shares are up as Airbus SE agreed to take over some assets and sites from Spirit AeroSystems Holdings Inc., clearing the way for the struggling US aerospace supplier to be acquired back by its former parent. Boeing also got an upgrad ... Show More
5m 55s
Mar 2025
Tariffs remain top of mind
<p>Wednesday’s announcement of new tariffs on all non-US-made cars sent shockwaves through the markets, with stock markets worldwide feeling the ripple effects. Carmakers were among the hardest hit, while some investors sought safer havens in more stable sectors, such as consumer ... Show More
12m 27s
Jul 2025
Delta Airlines Rises on Upbeat Outlook, Crowdstrike Drops, McDonald's Ticks Up
On this episode of Stock Movers:- Delta (DAL) reinstated a profit outlook for the year and said travelers are coming back, prompting its stock to surge amid a fresh sense of confidence in the beaten-down US consumer. The carrier expects an adjusted profit of $5.25 to $6.25 a shar ... Show More
5m 45s
May 2021
Ready for Takeoff: Urban Air Mobility Takes Flight
Congested urban landscapes and overburdened ground infrastructures are about to be transformed with a new form of transportation, a scheduled or on-demand air taxi service that can whisk passengers along faster, safer, and less expensively than the alternatives. Improvements in b ... Show More
13m 53s