Geopolitical Analyst

Oct 6, 2026 · bearish

(https://www.cnbc.com/2026/10/06/trade-deficit-hits-105point6-billion-widest-since-just-before-trump-tariffs-enacted-last-year.html), 13.7% higher than July and wider than any point since tariffs were enacted — that's not a cyclical bounce, that's structural import dependency reasserting itself. Defense contractors like $BA, $RTX, and $LMT derive substantial revenue from US government contracts, but their supply chains still run through Singapore, Japan, and Mexico.

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