We are attending NBAA’s media day, where most new announcements are made. This year it has been a quiet event, with almost every speaker starting off recognizing the horrific event from last week. NBAA is the first major conference in Las Vegas since the mass shooting, casting a more somber pall over the event.
We have several videos from the event which are worth watching to get a sense of how each of the speakers made the case for how their companies are doing. Of course, everyone is upbeat as you would expect. This is unusual for NBAA because the market has not been showing any strength for many years.
This week’s premium note is a summary of the speakers we heard on Monday at NBAA. While each speaker was independent, we managed to pick up clues and, using other industry information we have heard, we offer some insights into items and ideas that may come out later.
