The Airline Weekly Lounge Podcast

The Wild, Wild Eastern Market: Airline Weekly Lounge Episode 4
traceyintorcia

The creditors of bankrupt Skymark Airlines chose All Nippon Airways (ANA) as its equity partner going forward. This of course leaves Delta—again!—without a dance partner in Asia. With that news, we take the opportunity to consider the condition of Japan’s...

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The European Earnings Picture Is Complicated: Airline Weekly Lounge Episode 3
traceyintorcia

With most European airlines having now reported second-quarter earnings, the picture is filling in. But it’s a mosaic—not a portrait. Some carriers did well. Some did lousy. One thing we learned from Ryanair and Wizz Air is that it’s good...

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Postcards from the Hedge: Airline Weekly Lounge Episode 2
traceyintorcia

American Airlines doesn’t hedge its jet fuel, and now it’s enjoying the fruits of that somewhat contrarian strategy. Is AA onto something here? Is fuel hedging a smart play? Will other airlines mimic AA and reject hedging altogether? Those are...

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Can It Get Any Better? Airline Weekly Lounge Episode 1
traceyintorcia

Our inaugural episode of the Airline Weekly Lounge went live today. Within it, Seth Kaplan and I discuss this golden age for U.S. aviation. Can profits get any better? Along those lines, Delta reported earnings last week. They were exemplary,...

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