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Surveillance: Long Lasting Credit Tightening

Bloomberg Surveillance

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Ryanair's Growth Is Going to Continue in Perpetuity

Ryanair is seeing very strong business growth in Europe, particularly to kind of Eastern Europe. People are getting paychecks at the end of every month and what they do is go traveling. I see no reason why that won't continue for a four or five year period. Now, there'd be curveballs, COVID, Ukraine, invasions, things like that will throw us off course. But the underlying fundamentals are very strong. Demand for travel is strong. And supply is constrained by aircraft manufacturers.

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