On September 16th, with a unanimous 12–0 vote, the Federal Reserve Open Market Committee raised the federal funds rate a quarter point to a range of 3.75%–4.00%, its first hike since 2023[1]. The reasoning was straightforward: inflation remains elevated and the committee prioritized price stability. With the Fed now making pre-tax financing more expensive, the […]
With the industry expecting passenger traffic to grow 4% annually, Aero equipment leasing continues to benefit from strong demand. Boeing’s Commercial Market Outlook projects the global commercial fleet will grow 80% by 2045 to more than 50,000 commercial aircraft.[1] The crude oil shock has doubled jet fuel prices (the Strait of Hormuz accounts for 23% […]
As the world shifts from a U.S. dominated system to a multipolar world, constant geopolitical tension is becoming a feature, not a bug. As long as disruption in the Middle East continues, energy prices will remain volatile. The global and domestic supply chain remains challenged, though with some green shoots appearing. Amid this volatility, U.S. […]
Whether a negotiated end to the Iran conflict holds will determine the longer-term direction of energy markets and the pricing of Jet-A and diesel. As Iran flexes its leverage over the Strait of Hormuz, the world’s economies face headwinds and continued Mideast geopolitical turbulence. Oil and jet fuel prices spiked in the early days of […]
Newly confirmed Federal Reserve Chairman Kevin Warsh inherits an inflation rate that has been persistently above the Fed’s 2% target. People who have worked with him say he is unlikely to force outcomes the open market committee won’t support. Warsh feels the path to restoring Fed credibility runs through better methods for measuring and forecasting […]
It’s happened before. The Arab Oil Embargo, which ran from October 1973 through March 1974, was a result of the Yom Kippur Arab-Israeli War.[1] Arab Petroleum Exporting Countries sought to stop oil to any country assisting Israel. Since the U.S. supplied Israel with weapons, a total U.S. oil embargo was imposed, resulting in the price […]
With no slack in the system, demand for air travel continues to outpace expectations. Air passenger traffic has grown from approximately 665-677 million in 2000 to 930 million passengers today. Approximately 17.1 million passengers are projected to fly between March 1 and April 30 this year, with Airlines for America estimating roughly 2.8 million passengers […]
On February 12, 2026, the U.S. Environmental Protection Agency (“EPA”) finalized the single largest deregulatory action in U.S. history, rescinding the 2009 Obama-era ‘Endangerment Finding’ and eliminating Federal greenhouse gas emission (‘GHG’) standards for motor vehicles and engines.[1] Using models utilized by previous administrations, the EPA determined that even if the U.S. were to eliminate […]
The Surface Transportation Board ‘rejected’ the UP NS merger application (“without prejudice”), stating “Under the law, the Board… must reject the application, and does so without prejudice to Applicants refiling a revised application[1] that remedies the deficiencies identified.” The STB decision was based on the incompleteness of the application and not an indication of how […]
Chicago, Illinois – RESIDCO today announced the closing of a $100 million commercial aircraft engine acquisition facility provided by Huntington National Bank, a $223 billion asset regional bank headquartered in Columbus, Ohio. This newly formed debt facility is designed to support RESIDCO’s strategic expansion within the global aviation secondary market, specifically focusing on the acquisition […]
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AERO AND RAIL EQUIPMENT – STRATEGIES TO CAPTURE ALPHAOctober 8, 2026 - 8:03 pmOn September 16th, with a unanimous 12–0 vote, the Federal Reserve Open Market Committee raised the federal funds rate a quarter point to a range of 3.75%–4.00%, its first hike since 2023[1]. The reasoning was straightforward: inflation remains elevated and the committee prioritized price stability. With the Fed now making pre-tax financing more expensive, the […]
AERO AND RAIL EQUIPMENT – OBSERVATIONS FROM THE FLIGHT DECKSeptember 8, 2026 - 3:56 pmWith the industry expecting passenger traffic to grow 4% annually, Aero equipment leasing continues to benefit from strong demand. Boeing’s Commercial Market Outlook projects the global commercial fleet will grow 80% by 2045 to more than 50,000 commercial aircraft.[1] The crude oil shock has doubled jet fuel prices (the Strait of Hormuz accounts for 23% […]
AERO AND RAIL EQUIPMENT INVESTMENT – NAVIGATING PORTFOLIO MANAGEMENTAugust 12, 2026 - 8:49 pmAs the world shifts from a U.S. dominated system to a multipolar world, constant geopolitical tension is becoming a feature, not a bug. As long as disruption in the Middle East continues, energy prices will remain volatile. The global and domestic supply chain remains challenged, though with some green shoots appearing. Amid this volatility, U.S. […]