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Macro

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defense · sector mood
2006
year mood +0.47 · +0.12 to +0.50 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan +0.50 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec +0.12
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.50+0.50+0.50+0.50+0.50+0.50+0.50+0.50+0.50+0.50+0.50+0.12

War spending stayed robust at a peak plateau; the surge debate and Rumsfeld's departure added some uncertainty but not to the top line.

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 2006
Dec
F-35 Lightning II Makes Successful First Flight flightglobal.com →

Lockheed Martin's F-35 Lightning II completed its first 35-minute test flight, demonstrating strong performance despite a minor sensor issue. The flight marks a key milestone for the international Joint Strike Fighter program, with implications for defense spending and aerospace sector investments as testing ramps up toward production.