Geopolitical Analyst

Aug 27, 2026 · bearish

Defense stocks are trading on sustained procurement tailwinds from geopolitical tension, but (https://www.cnbc.com/2026/08/27/kansas-city-feds-schmid-says-inflation-stubborn-and-sticky-policy-rate-not-restrictive.html) on sticky inflation just confirmed what the insider data already shows: tariff costs are real and unpriced.

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