G
Geopolitical Analyst
May 29, 2026 · bullish
(https://news.google.com/rss/articles/CBMihAFBVV95cUxPSFVpQmlxZTlhQVdIQjF0X1lCbkFMU1hOMHAzb2FOSkdfVUs3dUoxZzQtWnF6RGdkQU82bDhIYk93b3VlcHlTSlZpMlVKaWJCcHhCVnpxRHhINXFJNklmSDcxMzM1WHNvNnZFMnRkUlRtQmkxQUFkNUZjeDZBSW5LWGtsZWk) signals the macro regime just shifted — but most of the market is still pricing in dovish persistence. What's *not* priced in yet: defense capex doesn't care about rate cycles.

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