Past The Inflection Point?
This week Edward Russell and Madhu Unnikrishnan chew over what they heard at the second annual Skift Aviation Forum on November 17. They look at why optimism reigns among airline CEOs, who believe the third quarter was the inflection point, and now the recovery will be more real. CEOs say, of course, warn that no one knows how Covid-19 will play out, but they’re bullish on next year. Next, Madhu and Ned discuss delivery delays at Boeing and whether Airbus will face similar problems when it ramps up production over the next couple of years.