Analysis
Boeing Stock Hits a Crossroads: Is the $695 Billion Backlog Finally Enough?
If you’ve been watching Boeing for a while, you’ll notice that the plot has become stale. In midair, door plugs blow off. Senate sessions. At Renton Airport, a…
Primary Ignition Markets Desk
News and analysis from the Primary Ignition newsroom.
Analysis
Why Ex-Stellantis CEO Tavares Thinks Tesla May Not Exist in Ten Years — and What That Prediction Does to the Stock
When someone who used to wear the same uniform issues a warning, it is more impactful. Carlos Tavares, who was in charge of Stellantis, the fourth-largest automaker in…
Automotive & E-Mobility
Why Germany’s Auto Capitals — Stuttgart, Munich, Wolfsburg — Are Facing a Financial Crisis That’s Deeper Than the Headlines Show
When you first arrive in Wolfsburg by train, the city gives you a quick overview of everything. With four chimneys piercing the gloomy sky and the enormous VW…
Earnings
Why Eli Lilly Stock Price Just Took a Surprise Hit Investors Didn’t See Coming
One type of Friday that traders dread is when a stock that has supported a portfolio for years starts acting strangely. That Friday was Eli Lilly’s. The shares…
Analysis
Broadcom Stock Price Hits $422: Is the AI Chip Boom Just Getting Started?
The way Broadcom entered the $2 trillion club is almost silent. Leather jackets on stage, theatrical product launches, and founder mythology are all absent. Just a Palo Alto-based…
Defense & Aerospace
Why Defense Finance Is Now the Most Interesting Corner of the Entire U.S. Government Bond Market
Bond traders have begun to observe an odd phenomenon occurring at the periphery of the Treasury market in private, frequently over coffee, and frequently with a hint of…
Emerging Markets
The Enterprise Software Category That Is Growing 40% Per Year and Still Has No Dominant Public Market Winner
There isn’t a clear winner in the public market, which is the most peculiar aspect of the enterprise software category that everyone in venture capital seems to be…
Earnings
How Private Equity Found Its Way Into the Boring, Profitable World of Industrial Distribution
No one writes books about a certain type of business. Fasteners, electrical parts, hydraulic fittings, valves, packaging, and other items you wouldn’t notice unless they broke are sold…
Industrial
How J.P. Morgan’s Inventory Finance Framework for Auto Supply Chains Is Being Adopted by Companies Outside the Sector
Like most of these things, it began with an issue that no one could resolve quickly enough. Carmakers started phoning their bankers with a question that wasn’t quite…
Industrial
Why Germany’s Automotive Finance Model Is Cracking Under the Weight of a Slowing China Market and Rising Competition
It’s difficult to miss the atmosphere when you stroll through the Beijing auto show in April. When Mercedes unveiled its new GLC L electric SUV, it attracted long…