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