$Boeing, fractures in the global economy, and recruiters: The Companies and Markets Show$

Investors' Chronicle12 Tammi 2024

Boeing, fractures in the global economy, and recruiters: The Companies and Markets Show

Dan Jones and the IC gang discuss the airline story that hit the headlines this week – Boeing’s (BOE) door blowout. Could this safety problem be the straw that breaks the camel's back? Michael Fahy and Alex Newman unpack what may lie ahead for the business, how its sole competitor Airbus (FR:AIR) might benefit, and whether other nations could end up competing against the two industry giants.

This leads neatly into our segment on this week’s cover feature, ‘The winners and losers of a more fractured world’, written by IC economics expert Hermione Taylor. The piece is based on a future split in the global economy into two blocs, with the US and China spearheading each side. Hermione discusses examples of deglobalisation and protectionist policies we’re already witnessing, some middle ground and extreme implications if this were to occur, and Alex sheds light on US elections and the issues that may lie there.

Lastly, Mark Robinson walks listeners through recruiters Hays’ (HAS) profit warning and Robert Walters’ (RWA) trading update. He shares how differences in geographic exposure explain each’s current trading, with some of Hays’ issues stemming from its exposure to Germany. Hermione also shares some data on the state of the labour markets, noting the effect of the pandemic on certain industries.

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