Increased jet fuel supply from the U.S. has helped mitigate potential global shortages.

Airlines have experienced surprising resilience in consumer demand despite increasing ticket prices to offset higher fuel costs.

Airline executives report that travel demand is accelerating into the summer, which is expected to be an incredibly busy season.

Airline executives report that strong travel demand is occurring across all cabin classes, not just from premium travelers.

Airline executives assert that they are not close to running out of jet fuel and view the situation as an issue of financial management rather than a physical supply shortage.

Business travel from the United States to China has fallen off significantly.

Lufthansa has been cutting flights and Asian carriers have been struggling due to a physical lack of jet fuel.

Former President Donald Trump publicly stated that he would not want to see a merger between American Airlines and United Airlines.

United Airlines beat earnings expectations in its most recent quarter but cut its future guidance.

Howard Marks believes the market may be underestimating the long-term expectations and impact of artificial intelligence.

Howard Marks believes that while artificial intelligence as a technology is not in a bubble, specific investments in AI companies could be.

There is market speculation that United Airlines may acquire American Airlines.

Former President Donald Trump has publicly threatened to fire Federal Reserve Chair Jay Powell.

Morgan Stanley's trading and sales volumes for both fixed income & commodities (FIC) and equities exceeded expectations in the most recent quarter.