On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors.
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On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors.
Disclosures: https://go.td.com/PodcastDisclosure
Recapping Consumer Takeaways From Airline and Specialty Financials Earnings
TD Cowen Insights
16 minutes 17 seconds
2 months ago
Recapping Consumer Takeaways From Airline and Specialty Financials Earnings
Recorded on 08/13/25
This episode features Tom Fitzgerald, TD Cowen's airline analyst, and Moshe Orenbuch, TD Cowen's specialty finance analyst, discussing major takeaways on the health of the consumer and outlook for travel demand as we approach the fall. Topics include the continued strength in premium product demand, divergences in spend by income cohorts and age demographics, the latest color on corporate travel demand, credit card commentary on spending categories, competition across loyalty programs, and an update on aircraft leasing.
TD Cowen Insights
On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors.
Disclosures: https://go.td.com/PodcastDisclosure
