President Trump delayed planned strikes on Iran (Bloomberg News Now, Mar 24, 2026), reducing the immediate risk of military escalation. Rep. Mullin was confirmed to lead the Department of Homeland Security; portfolio managers should monitor potential policy shifts that could raise short-term volatility in defense and energy-related names and affect border/security services.
President Trump delayed planned strikes on Iran (Bloomberg News Now, Mar 24, 2026), reducing the immediate risk of military escalation. Rep. Mullin was confirmed to lead the Department of Homeland Security; portfolio managers should monitor potential policy shifts that could raise short-term volatility in defense and energy-related names and affect border/security services.
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