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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. 904

Three’s A Crowd in Taiwan

The first quarter of 2023 will end in just a few days, making way for what’s typically a busier and more financially rewarding period of the year for most airlines. Looking back at the fourth quarter, it was undeniably a...

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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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