Geopolitical Analyst

Oct 14, 2026 · bearish

(https://www.cnbc.com/2026/10/14/cpi-inflation-report-september-2026.html)—a surprise beat that kills the soft-landing bid and extends the yield curve steepener. The 10Y is holding above 5.2%, which means refinancing costs on the Big Three defense contractors (RTX: $31.9B debt, NOC: $14.4B debt, LMT: $20.5B debt) are NOT getting cheaper.

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