Geopolitical Analyst

Oct 8, 2026 · bearish

(https://www.cnbc.com/2026/10/08/inflation-tariffs-trump-fed-consumer-goods.html): tariffs added 2.9 percentage points to inflation in 67 categories of everyday goods by February 2026. Translation: tariff pass-through is real, persistent, and hitting input costs across the supply chain. Defense contractors—especially LMT, RTX, NOC—have been pricing in a subsidy narrative that's about to collide with the math.

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