THE AMAZING MONEY MACHINE

Does it feel like we are back in a pre-pandemic world, especially when considering the equity dollars? There has been a raft of headlines regarding new aviation investment coming into the market and fresh capital heading for established platforms. Will the Aercap/Gecas deal mean less competition and higher lease rates? We look at the US airlines and Southwest's upcoming fleet decision. We also discuss the HNA meeting of lessors in Haikou.