Hotel Earnings Preview: Best Quarter in a Year After a Weak 2025
Expect analysts to quiz executives about the energy shock impact, World Cup pacing, and AI-driven cost efficiencies. Plus, four other things to watch.
The Trump Effect: Borders, Bans and Bookings
As U.S. President Donald Trump continues to shape the political and economic landscape, the impact of his choices on the travel industry remains significant. Read how his actions and policies are shaping the future of travel, and get insights into the industry’s evolving response.
5 Fuel Shocks, 5 Very Different Endings: What History Tells Us About This One
Airlines are hoping 2026 is a short, sharp fuel shock, but with supply routes at risk and fewer policy tools available, this crisis could last longer and test demand in ways recent history hasn’t.
Trump Administration Nearing Deal to Rescue Spirit Airlines
The Trump administration is nearing a deal to bail out Spirit, which would provide the embattled ultra-low-cost carrier a lifeline after facing the possibility of liquidation.
Iran War Pushes Chinese Travelers Closer to Home
Security fears have done what even visa hassles and high prices never could, convincing the world's biggest tourism market to just stay closer to home.
Trump Tells Transportation Department to ‘Take a Look’ at Spirit as Bailout Talk Grows
It is unclear if the federal government would actually give Spirit a bailout. Trump signaled earlier that he thinks “maybe” the federal government should help.
India Loses Up to 20% of Inbound Tourism as Iran War Cuts Key Air Routes
India’s inbound travel was already fragile, now it’s being stress-tested. With Middle East routes disrupted, getting to India is harder, pricier, and slower, and that’s translating into lost bookings.
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Where Were We?
Here's the state of the union for all things Trump-and-Travel related.
Akasa Heads to Hanoi as Iran War Freezes Gulf Expansion Plans
Akasa built five of six international routes into the Middle East. With the Gulf in conflict, Southeast Asia has now become the Indian carrier’s viable growth corridor.
Hilton CEO Argues the Bull Case Despite Iran War and Weak World Cup Signals
Hilton CEO Chris Nassetta is making the strongest bull case in the hotel sector right now, and early U.S. industry data backs him up. But the Middle East and the World Cup remain open questions.
United Airlines Floated Possible Merger With Rival American: Report
A tie-up between United and American would create the largest carrier in the U.S. and have major ramifications for competition in the airline industry.