Category Boeing

The Paris Air Show and the Outlook for Aviation – its “Dynamic”!

Orders are piling up at the Paris Airshow, but fractured supply chains, labour shortages and engine problems means new aircraft deliveries are delayed for years. That’s opportunity, but also hints at new dynamics in terms of how the aviation sector develops – the Age of Cheap Flight may be over.

The £5.40 Coffee in a paper cup spells the end of everything

What does £5.40 a coffee tell us about the economy? That inflation is sticky. Do we face a stagflationary bust or a reflationary boom? Either will mean Central Banks have failed. At the heart of today’s economy are a succession of issues to resolve – not least is the need for a reset on corporate behaviours to drive stable growth.

Market storms roll in one by one, another Risk-off Week in Prospect

The immediate financial market outlook is risk-off driven by Ukraine, followed by rising fears and concerns about inflation policy mistakes, wondering when to pick the bottom in the tech cycle to buy great ideas, why Boeing should be in jail, and longer-term concerns about where we are going in terms of transition. 

Global Travel may reopen – but just how uncertain is the outlook for aviation?

Airlines are likely to get a knee-jerk boost when global travel reopens post pandemic, but the outlook facing the aviation sector in terms of balance sheet shattered airlines, struggling aircraft manufacturers, reluctant consumers and a glut of older aircraft has seldom been so uncertain. Yet, in times of confusion there is opportunity!