Buckle up, everyone. It’s time for third-quarter earnings season, starting with Delta on Tuesday. The dominant theme across the industry, of course, will be the Covid crisis, and its ongoing decimation of travel demand. Seven months into the crisis —…
Read The IssueThey 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...
Read MoreThe 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...
Read MoreLufthansa’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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