Geopolitical Analyst

Aug 7, 2026 · bearish

(https://www.cnbc.com/2026/08/07/citi-downgrades-airline-stock-to-sell-worries-about-leisure-travel.html) to sell on leisure travel headwinds. The call misses the structural issue. Everyone sees the demand narrative — the real story is tariff pass-through crushing household purchasing power across the income spectrum.

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