Report of assassination attempt brings Europe’s thriving defense stocks into focus https://trib.al/J5BPXQ6
MarketWatch’s Post
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https://lnkd.in/eEY_wN64 For this week's column, I discussed the National Defense Authorization Act (NDAA) and what it's likely to mean for markets in 2024. My latest for InvestorPlace. #defense #aerospace #security #politics #news #investing #marketnews
Record $886 Billion Defense Policy Bill Will Lift Defense Stocks in 2024
https://investorplace.com
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Innovative Enterprise Architect | Strategic IT Solutions | Driving Innovation and Efficiency | Leading Cross-Functional Teams | Aligning Technology with Mission Objectives
The United States Department of Defense is taking action to address fiscal challenges while maintaining national security. As part of a debt deal, the Pentagon is trimming various weapons initiatives to allocate resources more efficiently. Despite budget constraints, the focus remains on maintaining readiness and investing in critical capabilities. While some programs may face delays or reductions, the goal is to safeguard essential defense capabilities. Collaboration with industry partners is key to navigating these changes effectively. #DefenseBudget #NationalSecurity #MilitaryReadiness #BudgetCuts #DefenseIndustry
Pentagon slashes weapons programs to stay under debt deal
politico.com
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ICYMI, we released a comprehensive report in 2023 on the Defense Cluster in New England. Take a look at the regional outlook and a state-by-state analysis as we begin a new year for this essential industry! #SENEDIAbuilds https://buff.ly/43LYw0H
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Congress passes defense spending bill after months of delays. The bill includes $33.5 billion to build eight ships and allocates funds for aircraft acquisitions. It also funds multiyear contracts to procure critical munitions. "Multiyear contracts are usually reserved for big-ticket purchases like ships and aircraft, but the Pentagon hopes using them for munitions will ensure demand stability, which in turn encourages defense contractors to ramp up production capacity. The American defense-industrial base has struggled to quickly replenish the billions of dollars worth of munitions drawn down from U.S. stockpiles for Ukraine." In order for the private sector to invest in capacity, contract stability is required. U.S. manufacturing base can grow and develop new capabilities only when private budgets and forecasts can be reasonably predictable. #manufacturing #innovation #aerospaceanddefense #uhy
Congress passes defense spending bill after months of delays
defensenews.com
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Rising #geopolitical tensions and increasing #military budgets are expected to drive demand in the #defense market in the years ahead. Here's a look at the biggest defense #stocks by market cap traded on the #NASDAQ, #NYSE, #TSX and #ASX. https://lnkd.in/g8g8RFAk
Top Defense Contractors by Market Cap (Updated 2023)
investingnews.com
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📖 NEW ARTICLE | Make Defense Spending About Canadians Advocates for greater Canadian defence spending often cite Canada's diminished image as an international security partner as justification for a larger military budget. I argue that by making the debate mainly about how our allies perceive us and our global reputation, we undersell the inherent benefits that defence spending reaps for Canadians themselves. Read my latest for the Wilson Center | Canada Institute below (and forgive me for the US spelling I had to adopt to fit the Center's publication guidelines) ⬇️
How does a stronger defense budget directly benefit Canadians? Explore insights from CI Associate Xavier Delgado as he examines the implications for Canadian national defense and resilience. Read it here: https://buff.ly/4dnl6kX
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Advisor to energy companies and leaders, JHU AAP, YACOL, WEG (UK), NCUSAR, Retired NDU Professor/ VUCA, AI, Economic Strategies/ Minerals/, Supply Chains, Russia-EU-Asia-MENA, Oceans, PhD (Yale), Seminar XXI (MIT)
Important, if well overdue: A US National Defense Industrial Strategy. This should have started decades ago. https://lnkd.in/dCBeCrsq
The National Defense Industrial Strategy (NDIS)
businessdefense.gov
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America's foes can take heart, any glint of competitiveness is being killed off by the fear of competition. The article begins by pointing out defence contractors almost double the profitability of Dow/S&P equivalent companies. "Thanks to a big shake-up at the end of the cold war, the industry is also highly concentrated. At a meeting in 1993, dubbed the “last supper”, William Perry, then President Bill Clinton’s deputy defence secretary, told industry bosses that excess capacity was no longer appropriate and that consolidation was in order. As a result, the ranks of the primes have thinned from more than 50 in 1950s America to six. The number of suppliers of satellites has declined from eight to four, of fixed-wing aircraft from eight to three and of tactical missiles from 13 to three." Can America’s weapons-makers adapt to 21st-century warfare? from TheEconomist https://lnkd.in/eS_FAm5E (Subscription Required) #militaryindustrialstate
Can America’s weapons-makers adapt to 21st-century warfare?
economist.com
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Global Aerospace, Defense and Government Services executive search practice leader and talent advisor.
The defense industry is in the beginnings of a long-term uplift in demand. This will be a worldwide trend across all markets as defense budgets rise. The guns vs. butter debate is a see saw that is now tilting back towards guns. To use a Biblical metaphor, many nations will now have to melt their plows to produce more swords.
BAE Systems Backs Guidance as Defense Spending Remains High
wsj.com
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How does a stronger defense budget directly benefit Canadians? Explore insights from CI Associate Xavier Delgado as he examines the implications for Canadian national defense and resilience. Read it here: https://buff.ly/4dnl6kX
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4wGreat goal