Daily Memo: Forget Vaccines, It’s All About Too Much Inventory In Aerospace

Spirit aerosystems
Credit: Spirit Aerosystems / Twitter
The vaccines against COVID-19 are raising hopes and Wall Street is abuzz over a “light switch bull case” investment thesis where commercial air traffic surges back and business returns to normal sooner than 2023-25. But you will not find irrational exuberance in boardrooms and corner offices of...
Michael Bruno

Based in Washington, Michael Bruno is Aviation Week Network’s Executive Editor for Business. He oversees coverage of aviation, aerospace and defense businesses, supply chains and related issues.

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Daily Memo: Forget Vaccines, It’s All About Too Much Inventory In Aerospace is published in Aviation Daily, an Aviation Week Intelligence Network (AWIN) Market Briefing and is included with your AWIN membership.

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