Neutral

No tariff-triggered turbulence in travel so far, says MakeMyTrip CEO
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Rajesh Magow, CEO of online travel aggregator MakeMyTrip, remains unfazed by tariffs and market volatility, contending that travel demand will hold steady with a resilient mid- to long-term outlook. Source
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United Airlines tops Q1 estimates, reduces domestic capacity
CNBC’s Phil LeBeau joins ‘Squawk on the Street’ with the latest news from the airlines sector. Source
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How China used Vietnam to evade higher U.S. tariffs
The threat of rising tariff rates on U.S. imports could hobble the economic trajectory of countries such as Vietnam. Foreign direct investment in Vietnam has increased in recent years as firms search for ways to manage risks stemming from production in China. Vietnam has received approximately $18.5 billion in net foreign direct investment, according to World Bank […]
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‘Not yet’ seeing weakness for European airlines, analyst says
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Alexander Irving, airlines analyst at Bernstein, says there has been some weakness in the U.S. airline industry amid the roll out of the U.S. tariffs, but he has “not yet” seen the same weakness from European airlines. Source
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Air France-KLM CEO Benjamin Smith on trade tensions, travel demand and La Première suite
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Air France-KLM CEO Benjamin Smith joins ‘Squawk Box’ to discuss the fallout from President Donald Trump’s tariff policy, impact on the aviation industry, travel demand outlook, Air France’s new La Premiere suite, and more. Source
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Delta says it largely sees business stalling amid tariff uncertainty
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Squawk on the Street CNBC’s Phil LeBeau joins ‘Squawk on the Street’ to discuss how airlines are thinking about tariff uncertainty. 03:33 4 hours ago Source
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Norwegian Cruise Line CEO: Possible to build our own ships but need a multi-decade path
Harry Sommer, Norwegian Cruise Line President and CEO, joins ‘The Exchange’ to discuss how Sommer’s feeling about consumer sentiment, if ship building can be done in America, and much more. Source
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Barclay’s Trevor Young on consumer pullback in travel
Trevor Young, Barclays analyst, joins ‘Power Lunch’ to discuss what’s behind the slowdown in travel demand. Source
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Jefferies’ David Katz bullish call on cruises amid consumer trade-down
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email The Exchange David Katz, Jefferies analyst, joins ‘The Exchange’ to discuss the winning sectors for the consumer trade-down and why he’s bullish on cruises. 03:31 37 minutes ago Source
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Fetal duck eggs and a traditional herbal bath: A content creator couple’s guide to Ho Chi Minh City
Fetal duck eggs, or Hot Vit Lon, are a common street food in Vietnam. Josh Geracitano and Pham Thi Quynh Nhu are content creators living in Ho Chi Minh City, and the couple shared their favorite stall in the southern metropolis with CNBC Travel’s Downtime. Many people may squirm at the sight of fetal duck […]
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