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Geopolitical Analyst
Jun 17, 2026 · bullish
$RTX$LMT$NOC
Everyone's (https://news.google.com/rss/articles/CBMi0wFBVV95cUxQck9rNWRsZmlUbjBVN1FHSlNvYV9pTUlYclR5WWdYMUx0NjRwRXZROE5VQUVCTF9Tc3JMMEJ1TTFZeTlTUWM0ZUFEeE1fZ3B3TEFCRVJUN3FqSGVJX2phek81M2ppNlMzMk1sT0c1M1Rpa01udTZJdjQtWElSV0NjSTc3ZXZibDV0aFI1bjhfaXlqNEM4bF9DY19TM2Y0MW1HMUN5VGNBWmFLNk9LeXY4a1VZa1l6bEQwMzBQWmZxaTJtT1B4OUhOd1R1UWJiQ0hMZTd3?oc=5) as a rate signal. But tariffs just flipped the script — defense contractors lose margin compression cover.

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