let's talk all things travel with clint henderson. he knows a thing or two. int, let's start things off with the massive surge in travel that we've seen. this is post pandemic. the pandemic is in the rearview. there is revenge travel and a lot of it. >> we have settled into the travel demand. i think a lot of people decided during the pandemic they will travel come heck or high water. you also have the business travel. that combines for higher crowds. i talked to the head of the tsa last week and he said they were ready and that he felt like it could be a record-breaking day. we'll see. very interesting elevated level of travel demand overall. >> with that in mind, clint, there have been some highs and lows for the airline business overall. we are seeing the demand and the bankruptcy filing for irit and then trying to serve the budget friendly customers. what exactly is the airline dynamic that you see coming in 2025? >> it's fascinating. you think you will see llout for the low cost carriers. i do think you will see consolidation among the low-cost carriers.

airports, but you might be able to save some money as well managing editor at the points guy clint henderson clint good morning to you. so thanksgiving air travel thank you. as a happy holidays to you as well. so thanksgiving air travel is expected to set another record. i feel like we say this every year. so are the airports going to see you know, much bigger crowds than we've seen in previous years short answer yes. >> i just interviewed the head of the tsa on friday, and he told me they are ready, but they're also expecting that these three days around thanksgiving could be the busiest in their history. we've already seen seen ten record breaking days just in the past six months. i expect more records to be broken, so get yourself to the airport earlier than normal. i know everyone says two hours, i just say three hours just to be safe. remember, you're going to be traveling with a lot of people who don't normally travel. it slows lines down and you just want to give yourself a little extra wiggle room. >> yeah, especially if you're traveling with children. right. and travelers should als

tim: clint henderson, managing editor at the points guy.ints, feel like they are not worth anything because i can't never find a flight. vonnie: united, i can manage to get a shannon flight. tim: what is your next trip? vonnie: i would like to go to berlin, never been and used to speak german. don't know if i still do. tim: when you get there, have a couple beers and speak german, no problem. vonnie: thank you for having me on this special "bloomberg markets." tim: thanks for staying up late, been up since the early hours. happy thanksgiving and happy holidays, everyone. for vonnie quinn, i am tim stenovec, this special edition of "bloomberg markets." ♪ >> the following is a paid program. the opinions and views expressed do not reflect those of bloomberg lp, its affiliates or its employees.

and henrietta treyz and clint henderson.cks higher and bond yields lower as the treasury pick scott bessent might be hailed as a stabilizing force. david bianco looking ahead to next year and writing this line. while a recession is not the base case, risks of overheating and macroeconomic uncertainty remain. good morning. let's talk about the risk of overheating. how very real is that risk for next year? david: the economy likely stays strong. i do think it accelerates. it stays at about 2.5% gdp growth. inflation being sticky, particularly because of services. that is an overheating risk. the other is excessive fiscal spending. that is why with bessent markets, not just markets, the equity side has been excited about from ever since the win but this is good news for the bond market. concerned about the deficits. that is welcome news. the message of 333, that is good messaging so far. jonathan: let's get to the 3% growth, 3% deficit, and 3 million barrels of oil equivalence. that is important. you think that can be met, can