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What is in this report:

  • Key trends:

    • A321XLR market size suggests 750-1,250 total aircraft

    • Small widebodies seeing lease rate erosion while A321neo maintains

    • Stored narrowbody fleet size not indicative of market conditions

    • Arguments in favor of interest rate cuts building for fall expectation

    • Disconnect between rising hotel costs and airfare driving new dynamic

    • Cebu Pacific poised for further growth in Southeast Asia

  • E195-E2 fleet values and demographics

 

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