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Macro

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defense · sector mood
2017
year mood +0.39 · +0.15 to +0.50 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan Feb Mar Apr May +0.15 Jun Jul Aug +0.50 Sep Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.40+0.40+0.40+0.40+0.15+0.40+0.40+0.50+0.50+0.50+0.50+0.16

North Korea 'fire and fury' crisis raises tensions and demand

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 2017
May
U.S., Saudi Arabia Sign $110B Arms Deal, $350B Expected Over Decade cnbc.com →

The U.S. and Saudi Arabia finalized an immediate $110 billion arms agreement, part of a broader $350 billion, 10-year defense and economic partnership. Key players include the U.S. government, Saudi leadership under Mohammed bin Salman, and defense giant Lockheed Martin, with regional security and countering Iran as central motives. The deal boosts U.S. defense exports and supports Saudi Vision 2030, reinforcing market confidence in long-term military-industrial contracts despite geopolitical controversies.

Dec
Trump Signs $700B Defense Bill, Largest Military Boost in Years cbsnews.com →

President Trump signed the 2018 National Defense Authorization Act, authorizing $700 billion in defense spending, including base budget and overseas operations funding. The bill, backed by bipartisan support, increases military personnel and capabilities but exceeds 2011 budget caps, potentially triggering fiscal tensions. The move may pressure Democrats to support increased military funding amid debates over non-defense spending priorities.