Greg Smith

Inflation isn't normal again in terms of higher levels.

And it'll be also interesting, Mike, to see whether the vote splits.

There's a growing expectation there could be dissenting members arguing for a hike.

But they might be getting ahead of themselves depending on what happens over in Iran.

But, yeah, we'll see.

Yeah, that's another delay for this ultra-long-haul flight, basically due to Airbus pushing back the delivery of the first long-range A350 to April 2027.

So yeah, London to New York flights non-stop, unlikely to be until then.

So Airbus are blamed ongoing supply chain disruptions, worsened by the conflict in the Middle East.

um this was a project unveiled a decade ago so it's been going on a while so especially considered configured planes uh it's allowing allowing airlines to bypass stopover hubs like dubai and doha which is probably pretty appropriate at the moment and uh yeah probably makes the case for non-stop flying even more important uh plenty of airlines are sort of looking how this all sort of plays out uh quanta say reckons that the planes should quickly be in service by the end of 2027 for around about five five of them

So investors still see Project Sunrise as the crown jewel in their $15 billion renewal, and they reckon it could add around $400 million AUD a year in earnings.

So, yeah, the math is simple.

40% would be dedicated to first business and premium economy, so more premium travellers, higher margin, higher mix on their fleet.

Other airlines are watching this closely.

But for now, Mike, the final frontier of commercial aviation is once again stuck at departure gate.

Constant investors, they didn't seem too bothered by the delay.

The shares were up almost 6% yesterday.

All that was due to their pullback on oil.

Singapore is going really well.

And yeah, riding the AI boom, first quarter GDP, that was up a strong and expected 1% against a 0.3% contraction expected.

So that was on a quarterly basis.