By Tim Hepher PARIS (Reuters) – Global aircraft leasing faces a new shake-up this week after SMBC Aviation Capital’s deal to buy smaller rival Goshawk Aviation for $6.7 billion. The move comes as firms report a stronger than expected U.S.-led recovery — but one increasingly overshadowed by inflation, rising borrowing costs and the effects of the conflict in Ukraine. SMBC’s deal puts it in the no.2 industry spot globally, leapfrogging Dublin-based rival Avolon, behind AerCap. The long-awaited agreed takeover of Goshawk, which was confirmed by the company on Monday after a Reuters report last w…