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Macro

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defense · sector mood
1989
year mood -0.25 · -0.50 to +0.21 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov -0.50 Dec +0.21
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
-0.20-0.20-0.20-0.30-0.30-0.30-0.30-0.30-0.30-0.30-0.50+0.21

Berlin Wall falls, deep peace-dividend cuts loom

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 1989
Dec
U.S. Invades Panama in Operation Just Cause upi.com →

The United States launched 'Operation Just Cause,' deploying over 24,000 troops to invade Panama and neutralize General Manuel Noriega's regime. Key military units, including the 82nd Airborne, Army Rangers, and Marines, targeted strategic locations such as the Panama Canal, military bases, and Noriega's headquarters. The conflict disrupted regional stability, potentially impacting shipping and financial operations tied to the Panama Canal.