Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Airline Industry
In this episode, Lucas and Luna examine how the airline industry is navigating the twin pressures of rising input costs and softening demand — two hallmarks of a stagflationary environment. With jet fuel prices climbing, labor costs edging up, and import costs for parts and supplies from China at their highest since 2008, carriers are hiking fares even as load factors dip below 80% for the first time since 2023. The hosts explore how major airlines are responding: cutting capacity on less-profitable routes, accelerating fleet retirement, and pass-through pricing that risks choking off leisure…
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