Interesting longs or shorts for a possible summer of economic slowdown?

Inflation is on the rise and rates are reacting to the current economic conditions. Often when inflation is an issue, the Federal reserve will try to tamp down runaway demand by influencing rates higher. In this case, rates are rising in their own, reacting to an energy supply shortage and tariff related sticky price increases.

Assuming the current trajectory holds (energy supply shock likely only getting worse), and possibly more sectors starting to feel a supply crunch (agriculture, chip manufacturing, etc.). What are some stocks that could be interesting shorts? Are there some interesting longs?

1st example I’ve come up with for a short is American Airlines. All transportation sector could have a negative impact, and jet fuel is already one of the first and most affected examples of increased input costs for an entire industry. Sure ticket prices can be increased, and yes most airlines hedge, but some people buy tickets 6-8 months in advance. Higher ticket prices also lead to people deciding not to take a trip. The more “prestigious” airlines like United probably have a little bit more cover. But United trades at a PE of like 9, Delta much the same while American trades around 40 PE. Both also have market caps 4-5 times that of American. Feels like the best short option in an industry that might be yet to feel the pain headed its way.

TLDR: Entirely possible the economy slows down this summer due to geopolitical and rate environments. Looking for interesting short or long ideas. American Airlines seems like it might be an interesting short.