Core Viewpoint - Boeing is optimistic about increasing the production rate of its 737 Max jets, potentially reaching 42 jets per month by October, with further increases planned for April and late 2026, aiming for a total of 53 jets per month by the end of next year [1][2][3]. Production Plans - Boeing is preparing to increase the manufacturing pace of the 737 Max, with a target of 42 jets per month by the end of 2025 and 53 jets per month by the end of 2026 [1][2]. - The company must convince the FAA that its factories and suppliers can maintain quality while increasing production [4][5]. Regulatory Oversight - The FAA is closely monitoring Boeing's production processes and will work with the company to ensure safety as production rates increase [5][9]. - Boeing has established six performance metrics for the FAA to assess its progress in addressing production shortfalls [9]. Financial Implications - Increasing production is crucial for Boeing to improve its financial situation and pay down debt, with expectations of positive cash flow as 737 output rises [6][10]. - Investors are closely watching Boeing's financial performance, particularly in the upcoming third-quarter earnings report [6]. Management Confidence - CEO Kelly Ortberg has expressed confidence in reaching the production milestone of 42 jets per month by the end of the year, emphasizing the importance of stabilizing factory performance metrics [7][8]. - Boeing's production schedule will be driven by factory progress, with careful reviews and adjustments as necessary [8]. Industry Context - Boeing's production efforts are seen as a response to the competitive pressure from Airbus, which plans to increase its A320neo family production to 75 units per month by 2027 [14]. - The company has faced challenges, including a two-month strike and safety inspections following manufacturing issues, which have impacted production rates [12][13].

Core Viewpoint - Boeing is indicating to suppliers the potential to increase 737 Max production, aiming for a monthly output of 42 jets as soon as October [1] Group 1 - Boeing is guiding suppliers regarding a possible ramp-up in 737 Max output [1] - The targeted production rate is 42 jets per month [1] - This increase could be implemented as early as October [1]

Boeing is guiding suppliers that 737 Max output could reach a 42-jet monthly tempo as early as October, according to people familiar with its plans, highlighting growing optimism at the planemaker as it works to win approval for the move from US regulators https://t.co/G8E5GTtQQr ...

A Boeing 777X aircraft performs a demonstration flight at the 2021 Dubai Airshow in the Gulf emirate on November 14, 2021. (Photo by Giuseppe CACACE / AFP) (Photo by GIUSEPPE CACACE/AFP via Getty Images)AFP via Getty ImagesBoeing’s next-generation widebody aircraft program—the 777X—is delayed once again. The jet program launched in 2013 with a planned 2020 debut, but is now not expected to carry its first paying passengers until 2027. The slip reflects the complexities of designing and certifying a revoluti ...

Group 1: Hamas and Trump's Proposal - Hamas has submitted a response to Trump's "20-point plan," expressing willingness to negotiate through mediators for a ceasefire in Gaza and the complete withdrawal of Israel from the region [1][7] - The organization agrees to release all Israeli hostages and hand over the remains of deceased individuals, contingent upon meeting necessary exchange conditions [1][7] - Hamas is open to transferring governance of Gaza to an independent Palestinian authority and will participate in discussions regarding the future of Gaza and the inherent rights of the Palestinian people [1][7] Group 2: U.S. Government Shutdown - The U.S. Senate voted on a temporary funding bill proposed by Democrats, which failed with 46 votes in favor and 52 against, leading to a continued government shutdown [3][7] - A subsequent temporary funding bill proposed by Republicans also did not receive enough votes to pass [3][7] - The National Nuclear Security Administration (NNSA) has only enough funding to operate for about eight more days before entering emergency shutdown procedures due to the ongoing government shutdown [7] Group 3: Market Performance - U.S. stock indices showed mixed results, with the Dow Jones increasing by 0.51%, while the Nasdaq decreased by 0.28% [3] - International precious metals futures saw a general increase, with COMEX gold futures rising by 1.14% to $3912.10 per ounce, and COMEX silver futures increasing by 3.45% to $47.97 per ounce [3] - Crude oil prices also saw slight increases, with WTI crude oil rising by 0.35% to $60.69 per barrel, while Brent crude oil increased by 0.42% to $64.38 per barrel [3] Group 4: Trade Relations with Mexico - The Chinese Ministry of Commerce has expressed strong opposition to Mexico's recent anti-dumping investigations against Chinese products, including float glass and PVC-coated fabrics [4] - China is closely monitoring the situation and has initiated a trade and investment barrier investigation in response to Mexico's proposed increase in import tariffs [4] Group 5: Corporate News - Xiaomi has addressed concerns regarding a viral video of a car allegedly driving itself, confirming that the incident was due to a user-initiated parking command and not a vehicle malfunction [9] - OpenAI has publicly defended its employees against harassment tactics from Elon Musk, emphasizing its commitment to protecting staff and their rights [11] - Boeing is facing significant financial implications due to the delayed delivery of its 777X aircraft, with reports indicating a postponement from 2026 to early 2027 [13]

Diane King Hall is with us and we're taking a look at a few of the movers and we'll start off with Alibaba which has already had an incredible run this month. Right. Tell me a little bit about today's story.>> I mean it's adding a little bit to the gains that we've seen so far this month and year to date higher by a half of a percent. We're talking about the ADR here. You've got uh an upgrade here.Another group becoming more bullish on this one. That's Earth Growth. They've upgraded shares to a buy from a h ...

Group 1 - Boeing Co (NYSE:BA) is highlighted as a stock to watch ahead of Q3 earnings season, with a focus on increasing deliveries and cash flow [1] - Boeing shares have risen 28% year-to-date, indicating a recovery driven by new orders, including a significant 225-plane order from Turkish Airlines and a 30-plane order from Norwegian Air Shuttle [2] - The company is also seeing growth in defense revenue with increasing orders for CH-47 helicopters, F/A-18 jets, and a $700 million tanker deal [2]

Few stocks, particularly those previously wearing the blue-chip label, have been as ensconced in controversy in recent years as has aerospace giant Boeing (BA). Over the past three years, the stock returned barely more than 54%, while the S&P 500 climbed 78.5%. ...

My top 10 things to watch Friday, Oct. 3 1. Boeing problems: The planemaker's new 777X widebody jet is now set to make its commercial debut in early 2027 instead of next year, Bloomberg reported this morning. That delay could expose Club name Boeing to sizable non-cash accounting charges. Safety certification work is taking longer than expected. 2. BlackRock's Global Infrastructure Partners is seemingly negotiating to buy everything. This time, GIP is in talks to buy Aligned Data Centers in a transaction va ...

美银行体系准备金八连降跌破3万亿美元，美联储缩表或接近拐点。美国银行体系的准备金已连续八周下降，并首次跌破3万亿美元大关，令市场对美 联储是否会提前结束缩表产生关注。根据美联储周四公布的数据，截至10月1日的一周，银行准备金减少201亿美元至2.98万亿美元，创下今年1月以来 最低水平。准备金下滑与美国财政部的加大发债密切相关。自7月上调债务上限后，财政部加快发行国债以重建现金余额，吸收了市场流动性。这直接 冲击了美联储资产负债表中的负债端，包括隔夜逆回购(RRP)工具和商业银行准备金。随着RRP逐渐枯竭，商业银行在美联储持有的准备金成为主 要"出血口"。该变化正值美联储继续实施量化紧缩(QT)。QT通过缩减国债和MBS持有规模，收紧金融体系流动性。今年早些时候，美联储已放缓缩表 节奏，每月减少的债券到期规模有所降低，以避免引发市场震荡。 美联储威廉姆斯：各大央行必须为意外情况做好准备。FOMC永久票委、纽约联储主席威廉姆斯周五表示，不可预测的变化是不可避免的，央行需要 认识到这一点，并制定策略来应对这些环境。他表示，应对不确定性意味着央行需要制定强有力的原则和策略，以应对一系列突发事件，同时指出仍 将有新情 ...