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
2018
year mood +0.45 · +0.14 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 +0.14 Jul Aug Sep Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.50+0.50+0.50+0.50+0.50+0.14+0.50+0.21+0.50+0.50+0.50+0.50

The February Bipartisan Budget Act delivered a big defense increase toward $700B, the National Defense Strategy pivoted to great-power competition, and the Space Force push opened a new spending domain.

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 2018
Jun
Trump Directs Pentagon to Establish Space Force as Sixth Military Branch cnbc.com →

At a National Space Council meeting, President Trump ordered the Defense Department to 'immediately begin the process' of creating a Space Force as the sixth armed-services branch, declaring space a war-fighting domain. Standing up a new service required congressional action but signaled a new defense procurement domain for satellites, launch and space systems. It set the stage for the service's formal creation in December 2019.

Aug
Trump Signs $716 Billion John McCain Defense Authorization for Fiscal 2019 militarytimes.com →

President Trump signed the fiscal 2019 NDAA, named for Sen. John McCain, authorizing $716 billion in defense spending. It funded the largest servicemember pay raise in nine years at 2.6%, higher troop levels, and new equipment and weapons procurement. The bill extended the Trump-era defense buildup and expanded contractor order books.