Bloomberg Intelligence

BI Weekend: China Boeing Halt, LVMH Earnings

Apr 17, 2025
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INSIGHT

Pfizer's Obesity Pill Setback

  • Pfizer’s terminated obesity pill highlights the intense competition in the $100B weight loss market.
  • The company likely needs acquisitions to remain relevant against giants like Novo Nordisk and Eli Lilly.
INSIGHT

China-Boeing Delivery Halt Context

  • China’s halt of Boeing deliveries confirms a long-broken relationship with limited recent orders.
  • The bigger issue for Boeing is managing already built planes awaiting delivery that slow operations.
INSIGHT

China's Boeing Order Suspension Motive

  • China’s move to stop Boeing orders is partly symbolic amid slower growth and trade tensions.
  • Negotiations might restore some aircraft purchases as incentives to rekindle economic growth.
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