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A defence budget is a plan, and appropriations are the cash

Conor WalshDemoAerospace & defence

Defence budget headlines move the primes on the day. Revenue follows the appropriations, which arrive later and in smaller pieces than the headline suggests.

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The appropriations and contracting signals I read before a budget headline.

Conor Walsh covers aerospace & defence. Every call is captured from live market data — never self-reported.

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