If oil stays around current levels, 2006 will be a pretty good year. Companies should see higher demand and should be able to raise yield.
Airbus beating Boeing again and getting more than 1,000 orders were both unexpected. It is the A320 single-aisle family that is really going well for Airbus.
If they deliver anything more than 375, they'll be well above the consensus estimate and that'll prove that Airbus is ramping up the pace of production quite quickly. Airlines are eager to take delivery of new, more-fuel efficient planes.