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Issue No. 769

America’s Airlines Start to Recover… A Little Bit

By its own lofty standards, 2019 was not a good year for Ryanair. Needless to say, 2020 will be worse. But with an important caveat: This year’s distress contains unmistakable seeds of opportunity.

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Issue No. 903

The Demand Party: When Will it End?

They said it again: Demand remains exceedingly strong. Nearly all U.S. airlines presented to investors last week, sounding universally bullish about the upcoming spring and summer peaks. They talked about elevated yields. They talked about constricted supply. They talked about...

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Issue No. 902

Thai Turns to Black

The U.S. Justice Department has removed any doubt about its feelings toward the JetBlue-Spirit merger. It doesn't like the idea and is suing to stop it. That's hardly the end of the story though. JetBlue plans to mount a vigorous...

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Issue No. 901

Air France’s Premium Bet

Lufthansa’s fourth quarter results are in and — once again — IAG’s were better and Air France-KLM’s were worse. Will the Lufthansa Group forever be stuck in the middle? For any chance of surpassing IAG, it will surely need to...

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