How many of the 4 possible rate hikes do you see taking place?
Also, do you think that the announcement from Russia will cause a boost in the weapons sector as they get new contracts in a race to catch up with the Russians?
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If you asked me at the beginning of the year, I would have said no way there is more than 3 hikes, but I am not so confident now. I still think there will only be 3. Regarding weapons spending, I am doubtful there will be an increase to take advantage of, aside from the the budgets increases already upcoming. The experts thing Putin is bluffing on his capabilities so I am not even sure there is anything there to be concerned about above the already strained relationship... good luck!
But he said that he wasn't bluffing. :D
I think you're right that there will probably be 3. I wonder if they get scared and just do 2 though. It's hard to predict. I guess that's why we listen to you, right? ;)