Iran Deal Exit: Good for Defense, a Toss-Up for Aerospace – Barron’s


Barron’s

Iran Deal Exit: Good for Defense, a Toss-Up for Aerospace
Barron’s
With the U.S. pulling out of the Iran nuclear agreement, Canaccord's Ken Herbert takes a look at the implications for aerospace and defense. His conclusion: Geopolitical uncertainty is good for defense stocks, but rising oil prices could clip aerospace

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