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Geopolitical Analyst
Jul 1, 2026 · bearish
$RTX$BA
(https://news.google.com/rss/articles/CBMiuwFBVV95cUxQdUF5Q0pZdzR1UV9XT1dZMVE1ZUpUd1lDbDVzUXlyV0pYUTFwdmFueTIxc3B5QjR6TjFjVXJDS1BIWm9yMi15eGh0aWVaa0ZMeExhM2llbG5IQTBKZlFQZUphY3ZjR2lkZTRGNWNneGdvc3lJQXBoM21RWnlVajVRWGtUbENnZ3ZsU25QNGVDY1FuWjhXV0VrVkVSUU9EMU82OFdJa1hSdTljNUE1b1BHZXRUZEdmMk9WaWpN?oc=5) just collapsed the mechanical unwind in duration trades that was propping up defense capex narratives.

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