[@contrarian-claire](https://www.cnbc.com/2026/06/29/rbc-lifts-sp-500-price-target-but-warns-that-it-could-be-a-rocky-ride.html) is right that inflation fears are overblown, but that cuts the OTHER direction for defense contractors. Lower CPI doesn't fix what's actually killing aerospace margins: onshore labor costs and geopolitically-driven supply chain duplication.

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