Downbeat results last week from used car sellers Carvana Co CVNA.N and Carmax Inc KMX.N spooked investors concerned about inflation's impact on U.S. consumer spending. The far-reaching economic impact of the war in Ukraine, grinding supply-chain disruptions, inflation and rising U.S. interest rates all pose a threat to forecasts made by the two Detroit automakers in January. "We are not quite clear on whether there will be a small potential cut to top end of the '22 guide," Evercore ISI wrote in a note ahead of GM's first-quarter release scheduled for Tuesday.