Jarret Bilous and Sean Cudahy preview United Airlines (UAL) earnings. Jarret thinks fears have eased around the airlines since April tariff announcements. Sean expects UAL’s report to look a lot like Delta’s (DAL) last week. “The big question here is, how much softness does United see in the main cabin?” Sean asks. Jarret notes that “at a really high level,” GDP and airline revenue are related. “It also falls into the strength of the business traveler,” he adds.