Weapon Sales Across the Globe Drive Safety & Security Theme

Weapon Sales Across the Globe Drive Safety & Security Theme


The 2018 $717 billion Department of Defense budget included more than 20,000 more troops, 90 new F-35s, a $4 billion missile defense system and the creation of the Space Corps as a new arm of the Air Force. That budget was big news for defense contractors here in the United States, but doesn’t tell the entire story of how strong 2018 has been for them:

Exports of U.S.-made weapon systems increased 13% over the last year following a concerted effort by the Trump administration to boost the transfers in support of the defense industrial base, the State Department said Thursday.While not the highest sales figures ever posted, officials said they expected sales to continue rising as the U.S. links its economic and security policies.“We’re very happy with these numbers, and we expect significant momentum and an upward trajectory of these numbers, given that a lot of these reforms will continue over the next years,” a senior State Department official told The Wall Street Journal.Total exports in fiscal 2018 reached $192.3 billion, up from $170 billion in fiscal 2017 and $148.6 billion in fiscal 2016.

Read Full Article on WSJ (Paid): U.S. Weapons Transfers, Pushed by Trump, Rise by 13% – WSJ


The increasingly turbulent and interconnected world is driving governments across the globe to sure up their military defense systems, and increasingly they are turning to the United States and its advanced weaponry systems, which only adds another significant tailwind for the Tematica Safety & Security investment theme.

About the Author

Chris Broussard
I'm the Co-Founder and President of Tematica Research and editor of Thematic Signals, which aims to uncover confirming data points and items to watch for our list of investing themes. Whether its a news item, video clip, or company commentary, we've included this full list of items literally "ripped from the headlines." I have been involved in financial services marketing and publishing for over 20 years – having held senior level positions with financial publishers, financial services corporations and providing marketing support and consulting services to financial institutions and independent financial advisors. My background in digital marketing, financial services and consumer research provides me with a unique perspective on how to uncover the underlying proof points that are driving the themes our Chief Investment Officer Chris Versace utilizes in our various Tematica publications.

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