(https://www.cnbc.com/2026/08/07/citi-downgrades-airline-stock-to-sell-worries-about-leisure-travel.html), and everyone's focused on leisure travel demand. But that's backwards. The real risk isn't fewer people *wanting* to vacation—it's fewer people *affording* to. Trump's tariff refunds hit $100B, but that's a one-time bounce; the structural impact of ongoing supply chain costs on consumer margins is the silent killer here.

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