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US domestic ticket revenues continue rising driven by higher fares, but early 2025 showed concerning correlation with stock market performance.

Aircraft lease rates show surprising disconnect from interest rates, driven instead by capital supply and aircraft demand dynamics.

The real estate market at 35,000 feet is changing

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Document	Date	Title	Description	Research Type	Thumbnail	Topics
Tariffs paid on inbound aircraft setting stage for credits on U.S. content Airlines navigate complex aircraft import tariffs with emerging precedents for U.S. content credits, impacting different aircraft types in varying ways. Jul 14, 2025 Market Insights Subscription Required	Jul 14, 2025	Tariffs paid on inbound aircraft setting stage for credits on U.S. content	Airlines navigate complex aircraft import tariffs with emerging precedents for U.S. content credits, impacting different aircraft types in varying ways.	Market Insights		United States, Brazil, Canada, France,...
Airbus deliveries to U.S. airlines still reliant on Toulouse/Hamburg Examining how Airbus navigates U.S. aircraft deliveries amid tariff considerations and production capacity constraints at its various facilities. May 16, 2025 Market Insights Subscription Required	May 16, 2025	Airbus deliveries to U.S. airlines still reliant on Toulouse/Hamburg	Examining how Airbus navigates U.S. aircraft deliveries amid tariff considerations and production capacity constraints at its various facilities.	Market Insights		United States, France, Germany, A320neo,...