Odds and Ends: $19bn cash turnaround for Boeing

We’re catching up from a week out of the office and one thing that especially caught our eye is this comment in a research note late last week from JP Morgan: Potential cash turnaround on 787 is enormous…. Read More

Tariffs won’t be assessed in WTO Airbus, Boeing cases

The decision is in on the appeal of the WTO panel decision in the Airbus and pending on the WTO’s panel findings on Boeing. The “what’s next” is dispute resolution and, failing this, the prospect of imposing tariffs… Read More

We’re back, looking at the WTO’s ruling on Airbus case

While we were gone, the WTO issued its ruling on the Airbus case, which was appealed by both sides. There’s been plenty post-ruling analyses written already, and since we’re nearly a week later, we’re not going to add… Read More