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Macro

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defense · sector mood
1987
year mood -0.03 · -0.10 to +0.05 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.25 -0.12 0 +0.12 +0.25 Jan Feb Mar Apr May Jun Jul Aug -0.10 Sep Oct Nov Dec +0.05
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.00+0.00+0.00+0.00+0.00+0.00+0.00-0.10-0.10-0.10-0.10+0.05

Real budgets were now declining under deficit constraints, and the December INF Treaty, the first arms-reduction pact, signaled a thaw and program cuts ahead.

How this mood is scored ▾
Each day the model reads that day's news for the sector and asks, as someone who owns assets or makes their living in it: how am I feeling this month, and why? The month's mood is that running answer, tied to the specific events driving it (the story shown above). It leans on trusted, higher-impact reporting, and on the prior month when a month is quiet, so one loud headline can't swing it. The read updates daily through the month; once a month ends, its mood is locked. This year is read live from the news the pipeline actually collected (hover a bar for its story count). · last computed Jul 06, 2026
Top defense stories of 1987
Dec
Reagan and Gorbachev sign historic INF Treaty eliminating intermediate-range missiles upi.com →

U.S. President Ronald Reagan and Soviet leader Mikhail Gorbachev signed the landmark INF Treaty, committing to eliminate all intermediate-range nuclear missiles, marking the first time an entire class of nuclear weapons was scrapped. The pact, requiring reciprocal on-site inspections, could reduce over 2,000 missiles and shift Cold War dynamics, with potential implications for defense spending and geopolitical stability as Senate ratification looms.