Seth Seifman, aerospace and defense analyst at JPMorgan, pointed out that some of the boost to defense stocks can be attributed to the fact that they're viewed as safe havens in times of geopolitical and economic uncertainty.
Seifman said in a recent note, however, that "with so many unknowns," he was reluctant to view the US killing of Qasem Soleimani, Iran's top general, as an opportunity to buy defense stocks more aggressively over the long term.
The energy sector also stands to benefit from an escalating US-Iran fight. But Goldman Sachs notes that shares have already "given back their gains, suggesting little investor belief in higher long-term oil prices."
Can anyone get Boeing through this mess? He's going to try
He must also work to repair Boeing's reputation for safety and quality that was badly damaged by the plane's grounding in March following two crashes that killed 346 people.
To succeed, Calhoun, a veteran of General Electric, private equity firm Blackstone and media measurement firm Nielsen, will have to win back the trust of regulators, investors and the public.
"What's Boeing need right now? It needs an inspirational leader," Ron Epstein, aerospace analyst with Bank of America Merrill Lynch, told Chris. "You have a work force demoralized by what's happened. You have to make airline customers comfortable, make regulators comfortable. You need to be a good operator because your largest production line is shutting down. Can Dave do all that? I'm not sure."
Here's what China is doing to avoid mass layoffs
Beijing has made clear that the world's second largest economy cannot spiral into a slump and risk mass layoffs as it tangles with rising debt, cooling domestic demand and an ongoing trade war with the United States. In recent weeks, the government has bombarded the economy with a wave of stimulus measures, from tariff reductions that could help soothe the pain from rising prices, to rate cuts that could fuel more lending.
Authorities are also amping up the language they're using to describe the situation. China's State Council last month called on local governments to "go to all lengths" to prevent massive job losses this year — what it characterized as the country's top policy priority.
Britain's House of Lords meets Monday to begin debate on the Brexit withdrawal agreement, which is expected to easily pass. The United Kingdom is on track to leave the European Union by the end of the month.