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  1. Ep. 149: Deborah Seligsohn on What Everyone Gets Wrong on China’s COVID and Climate Policies 

    Bilal Hafeez

    Deborah Seligsohn is an Assistant Professor of Political Science at Villanova University.  Her research focuses on Chinese politics, US-China relations, and public health, energy and environmental politics in China and India.

  2. China Reopening Boosted by Tourist Groups

    Bilal Hafeez, Ben Ford

    Global departures sit at 103,000 per day, a touch lower than last week, but a level comparable to 2019 and just shy of the levels they were before Covid-19 struck in 2020 (Chart 1).

  3. Tourist Numbers Sluggish Despite China Reopening

    Bilal Hafeez, Ben Ford

    Global departures sit at 104,000 per day, a level comparable to 2019, but shy of the levels they were before Covid-19 struck in 2020 (Chart 1).

  1. Charts of the Week: The Covid Conundrum

    Matthew Tibble

    Covid cases are surging in China. Deaths could surge too if policy loosens. A different kind of sickness plagues the UK economy.

  2. Is China Worried About Taiwan’s COVID Strategy?

    Bilal Hafeez

    Many were looking for China’s 20th National Congress to mark the end of China’s zero-COVID policy (ZCP).

  3. Departures Begin to Slow in Europe and the US

    Bilal Hafeez, Ben Ford

    Global departures have relinquished last week’s gain (-2.1% WoW), resuming the five-week decline that ended the summer...

China Prepares for Golden Week

Bilal Hafeez, Ben Ford

Global departures have jumped higher (+2.2%) WoW, following a five week decline as summer demand peaked...

Tokyo Typhoon Exacerbates Declining Asia Departures

Bilal Hafeez, Ben Ford

Global departures have inched lower (-0.1%) WoW, continuing the decline from their summer peak, in line with historic seasonality.

  1. European Departures Resilient to Slowdown

    Bilal Hafeez, Ben Ford

    The decline in global departures has continued, down 6.3% from its peak and at 80.7% of 2019 levels, in line with historic seasonality.

  2. China Weighing on Asia, US Departures Falling

    Bilal Hafeez, Ben Ford

    Global departures fell 3pp WoW, they are at 82% of 2019 levels. The decline from summer highs, in line with historic seasonality, has been exacerbated.

  3. China Slumps, Seasonal Slowdown Continues

    Bilal Hafeez, Ben Ford

    Global departures remain around 85% of 2019 levels, with the decline from the summer highs continuing in line with historic seasonality...

Departures Decline as Summer Draws to an End

Bilal Hafeez, Ben Ford

Global flights are at 85% of 2019 levels and are declining from their highs in line with historic seasonality...

Prepare to Wait for Your Flight

Bilal Hafeez, Ben Ford

Global flights are at 86% of 2019 levels, though the number of flights has stalled around 107k/day after having peaked five weeks ago...

  1. Charts of the Week: Transport Tremors

    Matthew Tibble

    The US auto industry suffers high prices and soft sales. In the EU, sky-high diesel prices could stick around. Fed hiking could land it in a spot of balance-sheet bother.

  2. Flight Numbers Steady

    Bilal Hafeez, Ben Ford

    Global flights are at 86% of 2019 levels, with 7d MA departures dropping marginally again to 107.4k per day...

  3. Charts of the Week: Inflation Will Get Worse

    Matthew Tibble

    UK inflation is about to get worse. So is US inflation. Also, technically, the US is in a recession. And hedge fund net shorts are larger than during the Covid crash.

Have Flight Numbers Peaked?

Bilal Hafeez, Ben Ford

Global flights are at 85.7% of 2019 levels, with departures inching lower to 107.7k per day. Indeed, this could be a near-term peak – they declined from here in 2019...

Charts of the Week: Reacting to a Hawkish Fed

Matthew Tibble

Mortgage market reacts hard to hawkish Fed. ECB to neutral and no more? ETH outperforms BTC ahead of merge. Germany’s economic model is in trouble.

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