This is an exceptionally interesting development, if true, both for the recovery in travel but also beyond that for understanding how the U.S. is responding to the Covid-19 epidemic as it progresses.
During Thursday morning’s United Airlines third quarter earnings call, airline CEO Scott Kirby reiterated his view that we won’t see full recovery of air travel until there’s a widely available vaccine, which he anticipates in the second half of 2021. However the airline also said that there appears to be a decoupling of travel bookings from the course of the virus.