Thread by @therealarod1984

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TSA Passenger numbers through 2/15

THREAD

* Air Travel in the US continues to follow along a mostly seasonal pattern, defiantly outperforming the new Covid-19 peak seeing during what used to be Flu Season
* 2021 Traffic thus far mirrors last year, albeit down 60-65%

1/n

* During the height of Covid Season last month, traffic dipped back into the 35% YoY range, but in the past couple of weeks its climbed back to 40%.
* Outside of Christmas, its the strongest YoY since Thanksgiving.

2/n

* 7DMA bottomed out at the end of January at about 665K, but has risen quickly to 900K over the past 2 weeks.
* Buoyed by a President's Day weekend bump in traffic
* Flight search trends are as encouraging as they've been in the last 12 months, will it translate?

3/n

Here is a 70-day moving average chart that smooths out the spikes and also rolls on the same day of the week. Great way to gauge the long term trend.

Will be interesting to see if we see a rapid rise in the upcoming weeks, things appear primed to do so.

4/end