Used to work in structured finance, Airbus sales are hedged up to a very
high level, the remaining difference: cheaper imports on the supply side,
higher revenues for Euro-Airlines, who also benefit from lower oil prices.
Plus also cheaper finance for dev. projects like A380, A400M and the like.
Geo-Fin. Analysis: the dollar is so weak partly due to overspending USgovt,
but also due to current account deficit - related to global trade and
economy = good economy and development in markets like china, india,
brazil - where airbus recently had major inroads and where the real growth
is expected, real payoff for airbus still to come.

I can see why you no longer work in structured finance, whatever that
might be.

all the best -- Dan Ford
email:

see the Warbird's Forum at www.warbirdforum.com
and the Piper Cub Forum at www.pipercubforum.com