Bi’s 2H Travel Trends – Roam Around the World?: BI Replay

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Duration: 52 Minutes

Original Date: May 27, 2026

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The Iran War, Trump Administration's policies towards immigration, energy price volatility and economic uncertainties have added wrinkles to travel plans for many consumers in 2026. Yet, BI's proprietary survey data show resiliency in discretionary spending, at least at the moment, despite shifting preferences for how they plan to spend on travel and leisure activities. There may be some caveats to this in airlines, gaming, hotels and other segments of leisure. BI's credit and equity analysts discuss what's in store for 2H, folding in recent research on consumer health, plus UK and US travel survey findings.

Bi’s 2H Travel Trends – Roam Around the World?: BI Replay

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