US Air Traffic Remains Stable in 2026
Here’s our latest monthly US air traffic review. You’ve seen the news and read the opinions. Here’s the data to help you form your own view on how the market is doing. This is an update to our previous note…
Tag US airlines
Are US Airlines Overextending? Mixed Signals in 1Q26 Traffic Data
What do the tea leaves suggest is happening with US air travel traffic data? A quarter into the year, here’s what we see. The 1Q26 data present a classic case of “the trend is your friend, until it isn’t.” While…
US Airlines’ increasingly ‘professionalized’ workforce
Take a look at this table. The implications are significant. The data show a steady decline in part-time employment across major U.S. airlines—a shift that, in labor economics, signals a move toward a more stable, “professionalized” workforce. Key Workforce Trends…
Shutdown Politics Is Breaking US Airport Security
Public policy is a blunt instrument. What we are seeing across the United States is yet another example of policy that deserves scrutiny. Airport security in the U.S. is not failing operationally—it is exposed structurally to political risk unrelated to…
The US government shutdown and FAA threat
With news that up to 40 US airports are likely to see flight reductions, expect some panicked news reports. These reports are going to cause travel chaos—the political class benefits from this, on both sides. What does the data show? …
U.S. Air Travel Remains Strong Despite Fall Season
As we move into Fall, you expect to see air travel volumes soften. TSA and flight tracking data show that the market is actually robust. Here are some interesting items. We are back to an average of 104 passengers per…