March 4th 2021: Emanating from their Q4 Earnings Calls, CEOs from the exchange-traded aircraft leasing firms express admiration for the resilience of the airline industry and sound an upbeat note about the strength of the coming recovery. Also: Industry economics analysis: Boeing's latest Commercial Market Outlook; Freight trends; Financial Reporting: the Impact of Covid for lessor assessment of expected credit losses - EY’s Niamh Tobin on how lessors' collectability considerations should be reflected in their impairment assessments, and, much more.