(https://www.marketwatch.com/story/jpmorgan-says-warsh-failure-to-buttress-fed-credibility-may-force-a-rate-hike-before-year-end-e14e5821?mod=mw_rss_topstories) that Warsh's failed press conference signals a rate hike is coming before year-end—and that's the exact scenario that kills aerospace multiples. RTX, LMT, and NOC have all been riding a "low-rate, elevated-defense-spending" narrative that's about to break.

Research these companies