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Boeing forecasts aircraft demand despite aviation slump

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U.S plane manufacturer Boeing expects that it will take another two and a half years for global aviation to return to normal

“The industry recovers to 2019 levels of traffic by the end of 2023, early 2024″ and domestic flying would be at the forefront of any recovery.”

Its vice president of commercial marketing, Darren Hulst, said.

Boeing revised up long-term demand forecasts on Tuesday and says long-haul international routes would take the longest to recover.

Boeing says these will need to be eased to enable the recovery from the worst year on record for the aviation sector.

Boeing says that the strength of the global economy is key to getting over this dire slump. 

The US aircraft maker has increased its forecast of how many new planes the world will want over the next 20 years.

It says over 40 thousand new commercial aircrafts will be needed by 2040, which will have a combined value of $7.2 trillion.

A growing share of these will go to the Middle East and Asia, as China looks set to replace the United States as the world’s biggest aviation market.

Climate change takes flight

Another big change for the 20 year period of the forecast is the global challenge of climate change.

At the moment air travel accounts for about 2 per cent of global greenhouse emissions.

Mr Hulst says as an industry “we’ve seen that progress over the last 30 years has been dramatic… and as we get into the medium and long term sustainable aviation fuels become a critical part of our sustainability goals.”

What’s keeping flights grounded?

Australian Airports Association has warned that Foreign airlines are at risk of exiting the Australian market unless the federal government provides clarity on the reopening of international borders

AAA Chief Executive James Goodwin Says Australia’s reopening lags behind the rest of the world.

European Union introduced a vaccine passport to make it easier for people to travel across borders within the bloc

Just yesterday. Australia took a major step towards vaccine passports for international travel too, awarding a contract to international IT company Accenture for new digital passenger declarations.

Aviation industry is relying on this and other government actions to get passengers back in the sky and more aircrafts manufactured 

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Money

Stocks tumble amid AI concerns and Trump tariff update

Dow drops 800+ points as AI and trade worries hit tech and retail stocks; bonds rise amid market volatility.

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Dow drops 800+ points as AI and trade worries hit tech and retail stocks; bonds rise amid market volatility.

Stocks plunged sharply as concerns over artificial intelligence and trade tensions rattled investors, sending the Dow down more than 800 points. Heavyweights like American Express, Goldman Sachs, and JPMorgan were key contributors to the drop.

Software companies were hit particularly hard after a report suggested AI could impact economic growth, triggering further losses across tech shares.

Trade-sensitive retailers including American Eagle Outfitters, Ralph Lauren, and Yeti Holdings also faced setbacks as market uncertainty spiked. Bonds, meanwhile, rallied as investors sought safety in a volatile market.

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U.S. investors flee stock market for global opportunities

U.S. investors withdrew $75 billion from stocks in six months, fastest in 16 years, with $52 billion in 2026 alone.

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U.S. investors withdrew $75 billion from stocks in six months, fastest in 16 years, with $52 billion in 2026 alone.

U.S. investors are withdrawing money from domestic stocks at the fastest rate in 16 years, with $75 billion leaving equity products over the past six months. The trend accelerated in 2026, with $52 billion pulled from Wall Street so far.

Concerns over AI risks and weaker performance at home are prompting investors to look abroad, even though a softer dollar makes foreign investments more expensive. Emerging markets are seeing inflows at the fastest pace in five years, according to Bank of America.

As global opportunities become more attractive, many U.S. investors are now evaluating overseas markets for growth potential.

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US dollar strength hits NZ dollar amid FX market shifts

US dollar rises amid strong US growth; New Zealand faces pressure as traders navigate volatile FX and geopolitical impacts.

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US dollar rises amid strong US growth; New Zealand faces pressure as traders navigate volatile FX and geopolitical impacts.


The US dollar is surging as strong economic growth in the United States contrasts with softer conditions in New Zealand. Policy divergence and complex global FX factors are putting pressure on the New Zealand dollar, leaving traders navigating choppy waters.

Steve Gopalan from SkandaFX breaks down how US interest rates are influencing key currency pairs like USD/JPY, and explains why hedging flows are crucial in today’s volatile environment.

We also explore the ripple effects of geopolitical tensions on oil and broader markets, while examining the Australian labour market’s role in shaping the Reserve Bank of Australia’s monetary policy.

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