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Previous AHE YoY +3.4%; Refinitiv consensus 3.5%. Most institutions forecast June AHE YoY +3.5%; notable deviations: Sparta Securities +3.3 (low), Citigroup, JP Morgan, Morgan Stanley, NatWest and Standard Chartered +3.4 (below consensus), Jefferies

2026-07-02

Previous AHE YoY +3.4%; Refinitiv consensus 3.5%. Most institutions forecast June AHE YoY +3.5%; notable deviations: Sparta Securities +3.3 (low), Citigroup, JP Morgan, Morgan Stanley, NatWest and Standard Chartered +3.4 (below consensus), Jefferies +3.6 (high). Previous AHE MoM +0.3%; Refinitiv 0.3%. Several major banks — Citigroup, Goldman Sachs, JP Morgan, Morgan Stanley — see MoM at +0.2%; the bulk of forecasters expect +0.3%; Mizuho projects +0.4%.

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2026-07-02

BMO raised price targets for US airlines: Southwest Airlines (LUV.N) to $58.50 from $45; United Airlines (UAL.O) to $157.50 from $130; American Airlines (AAL.O) to $19.50 from $13.50; Delta Air Lines (DAL.N) to $105 from $80.

BMO raised price targets for US airlines: Southwest Airlines (LUV.N) to $58.50 from $45; United Airlines (UAL.O) to $157.50 from $130; American Airlines (AAL.O) to $19.50 from $13.50; Delta Air Lines (DAL.N) to $105 from $80.
2026-07-02

According to LSEG IBES analyst forecasts, European companies expect second-quarter earnings to grow by 14.5%, while revenue is expected to decline by 11.4%.

According to LSEG IBES analyst forecasts, European companies expect second-quarter earnings to grow by 14.5%, while revenue is expected to decline by 11.4%.
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