
Peter "The Disciplined Trader"
5.1K posts

Peter "The Disciplined Trader"
@peterpark72
Christian; Financial Trader; Investor
United States Katılım Mart 2012
60 Takip Edilen81 Takipçiler



Trading vs. Dieting: The Ugly Truth about Why You're Still Not Profiting:
youtu.be/xYd--JmOgA4

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US airline fuel costs are skyrocketing:
Total fuel costs for scheduled service on US airlines jumped +$1.83 billion MoM in March, or +56%, to a record $5.06 billion.
This also marks a +$1.16 billion YoY increase, or +30%.
As a result, major carriers, including Delta, have already withdrawn or significantly reduced their 2026 financial guidance, with some scaling back growth plans to avoid operating unprofitable routes at elevated fuel prices.
Furthermore, several major carriers now expect customers to absorb higher jet fuel costs by the end of 2026 or early 2027.
However, consumers were still traveling in March, with travel agency ticket sales rising +12% YoY, to $10.4 billion, suggesting demand has not yet been significantly destroyed.
Airfare inflation is likely just getting started.

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Global airlines are cancelling flights at an unprecedented pace:
Airlines have cut 2 million seats and 12,000 flights worldwide from their May schedules over the last 2 weeks, reducing the total available seats to 130 million.
This comes as jet fuel costs have DOUBLED since the Iran war began, forcing carriers to cancel unprofitable routes, switch to smaller aircraft, and raise ticket prices.
Turkish Airlines and Air China account for the largest seat reductions, cutting ~520,000 and ~490,000 seats, respectively.
Lufthansa leads in flight cancellations, at ~4,000 flights in May alone, with the airline having removed 20,000 flights from its schedule between May and October.
Meanwhile, Gulf carriers, including Emirates, Etihad, and Qatar Airways, are still operating well below pre-conflict capacity, as the closure of Gulf airports has disrupted ~33% of all European journeys to Asia.
Singapore and Tokyo airports asked carriers not to add extra services to limit jet fuel use, and Vietnam introduced jet fuel rationing.
The global aviation shock is spreading.

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GDP Shocker: 75% Of US Growth In The First Quarter Was Due To AI zerohedge.com/economics/gdp-…
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