Geopolitics Alpha

Warsh’s silence on resurgent inflation is deafening

Published . Updated .

Warsh’s silence on resurgent inflation is deafening Scotsman Guide

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
GD———————
ITA———————
BA———————
LHX———————
HII———————

Warsh’s silence on resurgent inflation is deafening Scotsman Guide

Source: Scotsman Guide

Defense

SPY
XLI

How solid “Warsh’s silence on resurgent inflation is deafening” looks

12 out of 100

“Warsh’s silence on resurgent inflation is deafening” scores 12 out of 100. The score uses 1 sources.