The AI engine is offline (last seen Aug 12, 05:02 UTC). Scores are shown as of their timestamps; new theses and refreshes are queued and run the moment it returns.

Macro

Search catalysts, news stories, and pressures, or browse the trust-weighted news feed below.

Home tech energy finance healthcare defense industrial consumer communication utilities real estate raw materials
← back
defense · sector mood
2008
year mood +0.37 · +0.18 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 +0.18 Mar Apr May Jun Jul Aug Sep Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.50+0.18+0.40+0.40+0.40+0.40+0.40+0.40+0.40+0.30+0.30+0.30

War spending stayed near peak and government contracts insulated the sector from the financial crisis, but the deficit and Obama's November election on an Iraq-drawdown promise clouded the future budget.

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 2008
Feb
Northrop Grumman-EADS Wins $35B Air Force Tanker Contract foxnews.com →

Northrop Grumman and European Aeronautic Defence and Space Co. (EADS) secured a $35 billion U.S. Air Force contract to build 179 refueling tankers, defeating Boeing. The surprise decision disrupts Boeing's 50-year hold on tanker production and marks a major shift in defense procurement. The award is the first of up to $100 billion in contracts to modernize the Air Force’s aging tanker fleet, with significant implications for defense sector market dynamics.