July transactions

Here’s our updated model for transactions through July 2023.  Subscribers can access the 13-page version.

Notes:

• July 2023 transaction volume was almost identical over the past three years. (219, 218, 215, respectively)
• Monthly 2023 transactions have been declining steadily since May.
• North America has been the most active market, with 514 YTD transactions
• At the risk of becoming annoying – the MoM segment keeps growing. And the trend is strong.

• One interesting item – Air France uses a Canadian government financing facility.  Four A220=300s deals so far.  Why does no other A220 customer making use of this facility?

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