What happens in Vegas stays in Vegas - except communicable diseases and economic downturns

Spirit could trigger a new gold rush in the U.S.

A look at the winners and losers of the tariff drama

Airlines navigate complex aircraft import tariffs with emerging precedents for U.S. content credits, impacting different aircraft types in varying ways.

Presentation delivered on JP Morgan webinar discussing the market outlook for aircraft and U.S. airlines for the second half of 2025.

Who flies it, what they fly, and where they fly it

High U.S. aircraft deliveries and global market dynamics suggest emerging shifts in the second-hand aircraft market due to tariff implementations.

A major consolidation in the U.S. regional airline market reshapes the competitive landscape and fleet strategies for the coming decades.

Down 20%, April completes the peak... without a peak

International travel to the US faces complex economic forces as tariffs, oil prices, and currency fluctuations create both opportunities and challenges.

Examining how Airbus navigates U.S. aircraft deliveries amid tariff considerations and production capacity constraints at its various facilities.

Tariffs, uncertainty, and how Boeing could emerge a winner in the trade war.

Is cheap fuel hiding a bigger problem for legacy airlines?

Global aircraft lessors show strong geographic diversification, with only 14% exposure to US market, suggesting resilience against potential US economic challenges

Forward booking patterns in U.S. domestic air travel reveal shifting trends and potential economic sensitivity, particularly in leisure travel segments.

Threatened tariffs between the US and Canada could significantly impact air travel, with Canadian carriers facing up to 29% revenue exposure in cross-border routes.

Examining the complex dynamics of U.S. airline capacity as low-cost carriers and network airlines adapt to post-pandemic market shifts and Spirit's bankruptcy.

Post-pandemic air travel recovery shows divergent patterns globally, with most nations approaching GDP growth levels while others face unique challenges.

U.S. airline industry faces transition challenges as both domestic and international fare revenues show signs of plateauing after post-recovery peaks.

Hotel costs have outpaced airfare growth since 2000, creating unexpected shifts in travel spending patterns and airline service class preferences.

Recent trends in unemployment and inflation patterns suggest a shift in Federal Reserve policy could be on the horizon as key metrics show notable changes.

Global GDP forecasts show surprising strength, especially in US, while negative sentiment persists. A fascinating disconnect between data and perception emerges.

Pilot hiring trends reveal complex dynamics in airline industry labor markets, with far-reaching implications for costs, fares, and carrier stability.

US airlines' rapid capacity expansion offers crucial insights into post-COVID recovery patterns and potential risks for global aviation markets.

U.S. airlines face challenges as they shift to larger aircraft while reducing regional flights, impacting connectivity and travel options in medium markets.