An unstable duopoly is dangerous for the industry. If you need confirmation, do a quick research on game theory. That should end your skepticism. Our view about the unstable duopoly is based not only on the data we are about to share – we heard the Airbus CEO talk about this years ago when the MAX had its first hiccup.
The single-aisle MoM segment is the heart of the duopoly’s instability.
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