Citigroup Inc.
$132.22
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Scouting Reports
The Defense Execution Trap: Pricing the Procurement Bottleneck
Jul 21, 2026
This week’s headlines show two forces colliding: Washington is making it harder to waive foreign-sourcing rules for weapons production (no more 'we tried nothing and we're out of options' waivers for
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Weekly Playbook: The Industrial Capacity Unlocks (NPK, FANUY, SAFRF)
Jul 19, 2026
The back half of July forces the Industrials sector to prove its elevated multiples through hard backlog conversion. While broad macro indices wrestle with interest rate narratives, the true transmiss
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The Freight Utility Race: Pricing the Capacity Constraint
Jul 16, 2026
The Port of Los Angeles quietly hit a June cargo record this week, and the U.S. industrial construction pipeline just spiked 18% year-over-year in the second quarter. This isn't a repeat of the pandem
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