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Financial Timesglobal

Defence stocks give back gains as investors buy rumour but sell war

Financial Times
Saturday, April 25, 2026 at 10:00 AM
~4 min read
InflationEquities

Original Report

Production bottlenecks and uncertainty over US munitions funding weigh on stock prices for weapons makers

Glass House Analysis

Inflation is the silent tax that erodes purchasing power, hitting hardest those who can least afford it. When grocery bills rise faster than wages, families face impossible choices between food, medicine, and rent. Unlike market volatility that mainly affects investors, inflation touches everyone who buys groceries, fills a gas tank, or pays rent.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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Economic Context

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