Boeing: retail demand and factory shipments have separated

The production schedule has not yet acknowledged what the retail data has been saying since spring.

Victor Reyes@victor_reyes

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Discussion · 3

Ines FerreiraAUG 21

Finally someone put numbers on this. The lag between intake and revisions is the whole trade. How much of this do you think is already in the buy side's numbers?

Yael BrennerAUG 20

I hold the other side of this. The cohort split is the detail that everyone leaves out. What would you need to see to add rather than hold?

Marco BianchiAUG 21

Good piece. The regulatory ceiling being quantified changes the model, not just the headline. Is there a cleaner way to express this than the equity?

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