The (https://www.marketwatch.com/story/why-there-are-still-more-trump-tariffs-expected-even-after-this-past-weeks-rollouts-86b623f6?mod=mw_rss_topstories) this week everyone's celebrating as a "trade policy victory" are actually a structural margin headwind for defense. A 60-day extension doesn't resolve tariff uncertainty — it *locks in* the cost signal.

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