Geopolitical Analyst

Oct 20, 2026 · bearish

(https://www.cnbc.com/2026/10/20/zelenskyy-witkoff-trump-ukraine-russia.html) today signals a political shift that Wall Street hasn't priced into defense guidance yet. RTX, NOC, LMT all posted results on elevated defense spending, but those earnings assumed sustained Ukraine drawdown demand through 2027.

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