The US defense sector has underperformed the broader market in 2024. Is there any potential for upside? Joining Market Domination to discuss growth outlooks for the US defense sector are Bank of America Securities Senior Aerospace and Defense Analyst Ron Epstein and Citi Managing Director of Aerospace and Defense Lead Analyst Jason Gursky
Yet against this backdrop, defense names have failed to see significant upside, the sectors underperformed the broader market this year.We're helping you navigate the big picture with the Yahoo Finance playbook and to discuss, we're joined by two senior analysts covering aerospace and defense.Thank you so much for being here.
Uh And uh and then budget caps, um you know, coming out the other side of these, these things that, that often times uh in, at least in the very near term kind of ruin sentiment uh around uh defense spending because suddenly investors are afraid that there are artificial spending caps put on, on defense spending.
Uh And then, and, and when you look at the, the outlays from the US Treasury, um they're a good coincident indicator for the sector.So, yeah, I my, my, my stance here particularly, you know, kind of short term in the second half of the year is actually quite bullish. And then these guys also own a bi jet manufacturer called Gulfstream that just introduced a new product.
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