Insight – Post Farnborough perspective on Orders

Post Farnborough perspective on Orders

Post Farnborough perspective on Orders

MAX10 Economic Expectations

Boeing's MAX10 win at Delta

Boeing’s CEO David Calhoun is playing poker with the US Congress. He spoke yesterday about the potential certification issues with the MAX10 and for the first time indicated that Boeing might walk away from that program should Congress not provide…

This time, it’s different. Today’s situation is unique. We’re in the midst of an industry recovery but facing a recession when revenues typically fall, and industry earnings suffer. Our thesis is that airlines may actually survive the recession well, potentially…

The risks of technological obsolescence on the cusp of a technology change to electric propulsion warrant caution for all-new programs.