EPISODE · Jun 4, 2026 · 17 MIN
Rising airfares no match for a consumer going full throttle on experiences
from Global Research Unlocked · host BofA Global Research
Mostly friendly skies for airlines and premium consumers Summer is starting just as higher income consumers remain flush and global soccer fans are descending on North America. But this also comes at a time when the airline ticket situation is becoming a bit more difficult, at least for consumers. Prices are elevated thanks to higher fuel and recently, a low-cost airline stopped flying. We talk to Andrew Didora about what all of this means for the airlines and the latest on consumer travel behavior. And while airlines are notoriously cyclical, we also discuss other parts of Andrew's coverage where the tailwinds are more structural, including cruise, gyms and golf. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.
What this episode covers
Mostly friendly skies for airlines and premium consumers Summer is starting just as higher income consumers remain flush and global soccer fans are descending on North America. But this also comes at a time when the airline ticket situation is becoming a bit more difficult, at least for consumers. Prices are elevated thanks to higher fuel and recently, a low-cost airline stopped flying. We talk to Andrew Didora about what all of this means for the airlines and the latest on consumer travel behavior. And while airlines are notoriously cyclical, we also discuss other parts of Andrew's coverage where the tailwinds are more structural, including cruise, gyms and golf. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life. "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.
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Rising airfares no match for a consumer going full throttle on experiences
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