Market Reactions vs. Political Decisions

On today’s program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss President Trump’s “Big Beautiful Bill” and its implications for defense; the ongoing defense budget process; takeaways from the budget documents that the administration has rolled out; the importance of looking at the recent Israel-Iran war as an event in a continuum of conflict between the two nations; recaps of the NATO Summit in The Hague and US Army Vice Chief Jim Mingus’ address to a AUSA-CSIS; and a look at the week ahead.