The tone of the Friday update from IC seems to be prepping us for some serious fixes I would say. What that means is anyone's guess but I do not think it will be good. I bet they park some more aircraft and that we will be down to just 10 747-8Fs. The cargo system will be cut and maybe some freighters will wind up at AHK. Any freight growth in the future will be at AHK.
There are some serious issues in China and the world economy so it's not a surprise nor is it a lie. It happens every 8-10 years and the last one was in 2008. I see SLS coming again. This will solve the crewing problem. Let's just hope we don't lose too too much in negotiations.
Here are some articles I found if anyone is interested.
IMF issues warning on global growth as China exports plunge - FT.com
The coming debt bust | The Economist
China?s Debt Bomb - Bloomberg QuickTake
How Bad Is China's Debt Problem, Really? - Bloomberg View