Risk
Signals of a Coming Recession Are Absent, Ned Davis Says
Forget about retreating to defensive stocks for now, per the firm’s analysts, as the risk of a downturn in the ‘next several months is low.’
Tag: defense stocks
Corporate Moves
Higher Military Outlays Are Boosting Defense Stocks—With More Upside Ahead, Say Strategists
In the US, members of both parties back a boost in Pentagon spending. The consensus is similar for military-related outlays in Japan and Europe.
Asset Allocation
Congress Looks to Cut Deficits Amid High Interest Rates
High U.S. debt-to-GDP ratio and political uncertainty are among factors driving 10-year Treasury yields to 16-year highs.
Top Gun: Why Defense Stocks Will Continue Their Rise
War and international tension spell increased arms spending and, thus, higher military contractor share prices.