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 ...

Economic Outlook - J.P. Morgan Chase CEO Jamie Dimon expressed concerns about a potential deterioration in U.S. economic indicators, particularly the labor market, due to upheaval in trade and global politics [2] - Dimon anticipates significant impacts on the economy possibly occurring in the months of July, August, September, and October, hoping for a softer landing rather than a dramatic downturn [2] - Other banking CEOs echoed Dimon's sentiments regarding the economic outlook during the Morgan Stanley US Financials Conference [2] Consumer and Commercial Loans - Wells Fargo CFO Mike Santomassimo indicated that U.S. consumer loan growth is expected to remain flat or potentially decline through the end of the year, with no significant growth anticipated on the consumer side [3] - Santomassimo also noted that uncertainty surrounding tariffs complicates predictions for commercial loan growth this year [3] Credit Provisions - Citigroup's Head of Banking, Vis Raghavan, mentioned that the bank is preparing for a potential downturn in consumer financial health by increasing provisions for potential loan losses, expecting a rise in credit costs compared to the previous quarter [4] Global Economic Forecasts - The World Bank's latest Global Economic Prospects report revealed a reduction in growth forecasts for 70% of the world's economies, including the U.S., China, and Europe, from earlier projections [5] - The World Bank's chief economist, Indermit Gill, noted that the global economy is facing turbulence again, which could severely impact living standards without a swift course correction [6][7]