TIMING IS EVERYTHING - ANDY MANSELL AND AIR FINANCE JOURNAL
This week we look at the market's optimism regarding new lessor business in 2020 and 2021, upcoming lessor bond maturities, American Airlines' credit default spreads and the need for lessors to take a more assertive approach to restructurings by encouraging airlines to seek professional advice. If lessors are able to do so, the energy and focus will be on the restructuring rather than on watching airlines "circle the drain" as carriers typically aren't the best equipped to handle reworkings.