Send a text

Defense Drum 🥁 Markets balanced defense-spending buzz, easing oil, and a mid-week tech breather—still edging toward fresh highs.

Highlights From Last Week:

• Early records faded as high-flyers cooled; late support from supplier earnings and small caps.
• Oil fell as Iran tensions eased; defense names firmed on budget chatter.
• Softer yields steadied sentiment; focus turns to jobs and the Fed path.

Support the show