Trump's $1.5 Trillion Bazooka: why the Defense Supercycle is Just Beginning in 2026!

January 2026 marks a geopolitical turning point. With the military operation in Venezuela and the aggressive "Hard Power" rhetoric of the Trump administration, the era of restraint is officially over. For investors , this was the starting signal for a historic reassessment: The S&P 500 Aerospace & Defense Index surged by 53% year-over-year, leaving the broader market far behind. However, what we are witnessing is more than just panic buying – it is the beginning of a structural supercycle. The political paradox: carrot and stick The...