Boeing May Boost Production of Its Bestselling 737

 That pressures Boeing to cut the wait for its new 737s, which can stretch to years for some airlines, says Teal Group analyst Richard Aboulafia.

The real problem is long-term," Aboulafia says, noting the record-high output for single-aisle airplanes over several years, with no slowdown until both the A320neo and MAX are in production. "Then you'll have Airbus try to exploit a first-mover advantage and Boeing working hard to ramp up faster and catch up. This all sounds like a recipe for overcapacity by the end of the decade."