Is Travel Resilient Enough to Withstand U.S. Policy Shifts?

Key Points

• U.S. policy changes, including tariffs and travel bans, are causing uncertainty in the global travel industry, potentially leading to a recession.
• Skift Research has lowered its forecast for global travel as geopolitical and economic tensions rise, with travel company shares dropping.
• Despite challenges, emerging markets show strong travel demand in 2025, with 80% of travelers planning to maintain or increase their travel frequency.

Summary

The global travel industry faces uncertainty due to U.S. policy changes like tariffs and travel bans, which could cause a recession. Skift Research has lowered its travel forecast as travel company shares decline. However, despite these challenges, strong travel demand persists in emerging markets, with 80% of travelers intending to maintain or increase their travel frequency in 2025.