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Macro

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defense · sector mood
2000
year mood +0.10 · -0.07 to +0.20 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 Sep Oct -0.07 Nov +0.20 Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.10+0.10+0.10+0.10+0.10+0.10+0.10+0.10+0.10-0.07+0.20+0.20

Bush elected, defense buildup and transformation expected

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 11, 2026
Top defense stories of 2000
Oct
Suicide bombers attack USS Cole in Yemen, killing 17 sailors news.bbc.co.uk →

On October 12, 2000 a small explosives-laden boat detonated against the US Navy destroyer USS Cole as it refueled in Aden, Yemen, tearing a roughly 40-foot hole in the hull, killing 17 sailors and wounding dozens more. The al-Qaeda attack, the deadliest against a US warship since 1987, exposed force-protection gaps and foreshadowed the September 11 attacks.