Trump vs. Harris: Defense Industry Impacts and Policy Shifts

A second Trump administration is expected to bring uncertainty to defense spending, with potential shifts towards isolationism and changes in military aid policies, particularly regarding NATO and Ukraine. Analysts suggest that the composition of Congress will significantly influence the defense budget. While Trump's platform promises increased missile defense and military modernization, his past unpredictability raises questions about future defense strategies. Industry executives remain cautiously optimistic, noting that defense budgets often reflect global threats rather than political changes.