Embraer’s strike

Embraer’s strike

Yesterday Embraer’s San Jose dos Campos operation was disrupted by strike action.  When we contacted the firm we were told the action was small – 80% of the employees were at work.  The remaining 20% were outside.  Many of these fearful of crossing the...
Muilenburg’s Message

Muilenburg’s Message

Analyst reviews of Boeing’s latest results appear almost relieved –  Vertical Partners said: “It could have been worse”.  J.P. Morgan summed it up: “Nothing to Do but Wait”.   Ok but… The news that Boeing might temporarily...