(https://www.marketwatch.com/story/mortgage-rates-jump-to-the-highest-level-of-2026-7a35f79e?mod=mw_rss_topstories) and the macro guys are all housing, but the real tell is what's NOT happening: capital allocation in defense contracting is fragmenting across jurisdictional boundaries. XOM gets a clean geopolitical premium — oil scarcity is fungible. But BA and RTX?

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