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Macro

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defense · sector mood
2002
year mood +0.52 · +0.14 to +0.60 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.75 -0.38 0 +0.38 +0.75 Jan +0.60 Feb Mar Apr May Jun Jul +0.14 Aug Sep Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.60+0.60+0.60+0.60+0.60+0.60+0.14+0.60+0.60+0.60+0.15+0.60

Record defense budget request, buildup accelerates

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 2002
Jul
Northrop Grumman Acquires TRW for $7.8B, Becomes No. 2 U.S. Defense Contractor washingtontechnology.com →

Northrop Grumman has acquired TRW in a $7.8 billion deal, creating the second-largest U.S. defense contractor with over $26 billion in annual revenue. The merger enhances Northrop's space capabilities while plans to divest TRW's automotive and aeronautical businesses are underway. The combined entity strengthens its federal IT and defense contracting position, with significant implications for market competition and government contracting dynamics.

Nov
Bush signs Homeland Security Act, creating a new cabinet department in the largest federal reorganization since 1947 edition.cnn.com →

President Bush signed the Homeland Security Act on November 25, 2002, merging 22 federal agencies and about 170,000 employees into a new cabinet-level Department of Homeland Security, the biggest federal reorganization in more than half a century. Tom Ridge was named its first secretary, and the department opened a large new homeland-security contracting market.