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Issue No. 798

When a Codeshare Becomes a 'Pseudo-Merger'

Fourth-quarter and full-year 2020 earnings season kicked off last week with Delta's report. The Atlanta-based behemoth thinks business travel will start to recover by the end of this year. IATA and aviation analysts aren't as optimistic, but only time will tell.

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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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