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Issue Overview

The Demand Party: When Will it End?

The Demand Party: When Will it End?

March 20th, 2023

31 min read

Issue Summary

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 industry revenues as a percentage of GDP still far below trend. But they also talked—with less cheerfulness—about spiking labor costs.

In This Issue

  • U.S. Airlines Continue to Report Red-Hot Booking Strength. How Long Can It Last?
  • Weekly Skies
  • Saudi Arabia to launch a new airline
  • Fleet
  • Landing Strip
  • The Latest on Delhi's New Airport
  • State of the Unions
  • Feature Story
  • By the Numbers

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