John Sindreu
speaker
195 appearances
4 recordings
1 series
first heard Feb 2018
last heard Mar 2019
John Sindreu’s voice in public audio — every appearance, attributed to the second.
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Appearances
WSJ Your Money Briefing · Boeing Shares Likely to Recover After Ethiopia Jet Crash · 12 Mar 2019
podcast
You know, it's a plane from the 50s and yes, it did have a lot of problems and yes, the company had to redesign it.
But what people forget is that actually, after they upgraded the model, it stayed, you know, it had a career that spun around 30 years.
So, you know, really, these are very complex engineering processes.
that can go wrong.
And, you know, the reality is that when something does go wrong, normally there is an upgrade and the sort of plane family keeps selling.
Yeah, I mean, obviously this is hypothetical.
We don't even know if, you know, the same issues that seem to have played a role in the Lion Air crash
you know were at play here so this is this is all you know investors looking at the future but even in the worst case scenario saying that this happened and saying that you know the the 737 max was was grounded for a while what it needed you know while it was sort of being uh overhauled you know yeah in that case airlines obviously would be hit and you know today we've seen for example that norwegian air which is these uh this european airline that relies very heavily on the 737 max um
You know, the shares were down a lot, even though, I mean, none of their planes are currently grounded, but the expectation this could happen sort of percolated through the market.
And yeah, these airlines, you know, they could be hit by this and they could demand compensation from Boeing and they could cancel future orders from Boeing.
But as we're saying now, you know, this is a bit hypothetical and the signs that this damage will be permanent, they're just not there yet.
Thanks a lot.
The issue here is that the cliche would say that markets shouldn't like divided governments because, you know, it's more difficult for things to get passed.
But that broadly, you know, we've been through a time when like markets were sort of very often irrationally selling stocks for like reasons of feeling uncertain or just, you know, not liking that the world is looking a bit more uncertain today than it looked a few months ago.
And therefore, they were sort of looking forward to these midterm elections and sort of, you know, didn't like the fact that they were in the way.
And now that they've passed, the market has had a good reaction globally and also in the U.S.
But the question here being, you know, when it relates to fiscal policy, are they making a mistake?
Should there be a bit more worried about the results and the split Congress?
The assumption, and I think it's a fair assumption, is that it is much harder to pass the kinds of tax cuts that, you know, President Trump and the Republicans would like to extend or, you know, even to deepen going forth because President Trump has sort of
pointed to that factor in the campaign if you have the Democrats in the House.
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