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V i e w p o i n t | 30 Jun 2025 01:13:46 ET │ 10 pages China Economics Steady PMIs Suggest Steady Growth CITI'S TAKE Both mfg. and non-mfg. PMIs came in better than expected in June, pointing to still-on-track growth momentum. Our high-frequency trackers also indicate that China's exports to the US rebounded in June and its total monthly exports likely continued to growth. On the other hand, domestic demand like property sales could be seeing policy impact fading. The divergent recovery is set to extend int ...

我想请你做一个简单的测试。 现在，闭上眼，想象一个苹果，就是我们日常吃的那种又红又大的苹果。想象它就在你的眼前。 好了，睁开眼，请告诉我，你脑海中浮现出来的苹果图像是什么样的，有多清晰？ 可以参考下面这个等级： 如果你能做到2，甚至是1，那么你就是「多数人」。 如果你大多数时候只能做到4，甚至是5，那么这说明你可能属于一种特殊的人群：心盲者（Aphantasia）。 顾名思义，它指的是：无法在脑海中想象出生动的、清晰的画面。就像眼睛盲了一样，所以叫「心盲」。 01 这是一个很新的研究。 尽管 2003 年，神经科学家 Adam Zeman 就注意到了这种现象。但直到 2015 年，Zeman 再次发表了一篇系统 的综述之后，它才被学术界广泛地关注到。*1 非常有趣的是：在此之前，许多心盲者并不知道自己其实很特别。他们一直以为，别人所说的「在脑海中想象某某东 西」是一种比喻的说法，并不是真的能够想象出画面。 当然，心盲对大脑认知事物的功能完全没有影响。一个心盲者，他完全知道苹果是什么样的，可以描述出来，也能够想 象吃苹果的感觉。甚至如果他对苹果足够熟悉，他还能描述不同品种之间的细微不同。 区别在于：当他描述这些 ...

Fundstrat head of research and Fundstrat Capital CIO Tom Lee, also a CNBC contributor, joins me here. Tom, good to see you. Great to see you.So, we have this rally that's now extending uh probably beyond what most were positioned for, but it started in a moment of peak uncertainty. Yes. And even when we were in peak uncertainty, a lot of us were saying that's kind of usually forward-looking bullish.But are we now getting to a point where we have finally feasted on all of the uncertainty and now we have a lo ...

Imagine waking up one day and looking at yourself in the mirror and seeing your reflection covered in scales of red and silver. Your skin is burning, itching, and never seems to calm down. But what hurts the most isn't the physical pain.It's the whispered comments, the judgmental stairs, and the unsolicited advice that make you feel like a walking exhibit. This is the reality for millions of people living with psoriasis, a chronic immune mediated condition often misunderstood as just a skin disorder. To beg ...

Company Overview - Air Lease Corporation (ALC) is a significant aircraft leasing platform with over $55 billion in assets and commitments [10] - The company has a strong order book of 430 aircraft [11, 12] with an estimated aggregate commitment of $276 billion [12] - ALC boasts $76 billion in liquidity, comprising $1 billion in unrestricted cash and $66 billion in available borrowing capacity [11, 12] - Approximately 72% of ALC's fleet NBV is with flag carriers or airlines with government ownership [11] Financial Performance and Market Position - ALC's revenue increased from $2 billion in 2020 to $23 billion in the trailing twelve months (TTM) ending June 30, 2022 [14] - The company's orderbook placement rate rose from 47% in 2020 to 58% in Q2 2022 (TTM) [14] - Operating cash flow increased from $11 billion in 2020 to $15 billion in Q2 2022 (TTM) [14] - Adjusted Pre-tax Return on Common Equity is 122% [11, 42] Industry Trends and Outlook - International passenger volumes are recovering, reaching -29% of 2019 levels [14, 23] - The industry experienced a 658% decline in passenger traffic during the COVID-19 pandemic [27] - ALC has $10 billion in orderbook placements since June 2021 [38]

Company Overview - Air Lease Corporation (ALC) operates as a \$50+ billion aircraft leasing platform [9, 11] - The company's fleet has a young average age of 46 years [10] - ALC boasts a high aircraft utilization rate of 1000% in 3Q 2024 [10] Financial Highlights - ALC has \$32 billion in total assets [10] - The company has \$30 billion in committed rentals [10] - ALC maintains a strong liquidity position of \$75 billion [10] - The adjusted pre-tax return on common equity is 101% [10] Order Book and Deliveries - ALC has commitments to purchase 287 aircraft from Boeing and Airbus for delivery through 2029, with an estimated aggregate commitment of \$182 billion [11, 63, 68] - The company has placed 95% of its committed orderbook on long-term leases for aircraft delivering through the end of 2026 [11, 63, 68] - ALC expects to deliver 130 aircraft through 2026, of which 100% are placed [11, 63, 68]

The Company routinely posts information that may be important to investors in the "Investors" section of the Company's website at www.airleasecorp.com. Investors and potential investors are encouraged to consult the Company's website regularly for important information about the Company. The information contained on, or that may be accessed through, the Company's website is not incorporated by reference into, and is not a part of, this presentation. In addition to financial results prepared in accordance wi ...

RT Bloomberg em Português (@BBGEmPortugues)A Legacy Capital elevou a exposição a ativos brasileiros com a perspectiva favorável dos mercados internacionais e a continuidade de um cenário de popularidade adverso para Lula. Por @raphaelalmeidx e @fe_saturnino https://t.co/wDhAfs4Ul4 ...

2025 COMPANY OVERVIEW The following factors, in addition to those discussed in our press releases and filings with the U.S. Securities and Exchange Commission, could cause actual results to differ materially from our current expectations expressed in forward-looking statements: 3 ▪ a significant decline in customer demand for our transportation assets or services, including as a result of: ▪ prolonged inflation or deflation ▪ high interest rates ▪ weak macroeconomic conditions and world trade policies ▪ wea ...