Think actually what's interesting that you've seen from GE and other aftermarket aerospace suppliers is that their growth has really diverged from what we've seen in terms of air travel. And so departures globally are actually trending below what was sort of expected at the beginning of the year. As you know, a lot of this uncertainty sort of takes its toll.But you've just had such a buildup in the aerospace market because of those supply chain challenges that companies are still working as hard as they can ...

美国经济展望 - 摩根大通CEO Jamie Dimon预测美国经济指标将恶化 包括劳动力市场 贸易和全球政治动荡 [2] - 预计7月至10月将出现重大影响 但希望是较温和的软着陆 [2] - 通胀或滞胀可能对市场造成冲击 [2] 银行业高管观点 - 富国银行CFO预计美国消费者贷款增长将持平或下降 商业贷款受关税不确定性影响难以预测 [3] - 花旗银行准备应对消费者财务健康恶化 增加贷款损失准备金数亿美元 [4] 全球经济前景 - 世界银行下调全球70%经济体的增长预测 包括美国 中国和欧洲 [5] - 全球经济再次陷入动荡 贸易分歧等政策不确定性加剧 [7] - 半年前出现的软着陆迹象已消失 [6]