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…
Read The IssueIt’s a triple tailwind for airlines. Demand has rarely been this good. Supply is greatly constrained. And fuel prices are down sharply (about 40 percent!) from a year ago. Sure enough, many airlines will be celebrating when the industry meets...
Read MoreIt was a week of disappointment for American and JetBlue, who spent the time digesting the ramifications of a judicial order to end their northeast alliance. By all accounts, it was working well for both carriers. American did downplay the...
Read MoreWe’ve now reached the point where most major airlines have published their first-quarter results. Singapore Airlines was among the carriers reporting last week, joining several other East Asian airlines near the top of the worldwide margin rankings. Its excellent 16...
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