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Issue No. 836

All Eyes on Business Travel

More carriers reported their third-quarter earnings and, for most, it was a tale of two quarters: Strong demand in July and a precipitous drop in September as a new surge in Covid-19 sapped demand. Even Volaris, which now says it…

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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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