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Sign InDonald Trump has unveiled a massive proposal to increase the Pentagon's budget to $1.5 trillion, aiming to establish what he calls a "Dream Military." The plan is designed to bolster U.S. national security and maintain its status as a global superpower against evolving international threats. However, the ambitious spending target has triggered significant concerns regarding the potential exacerbation of the U.S. national debt. Defense contractors, including LMT, RTX, and GD, are expected to see bullish momentum should this fiscal expansion materialize. Conversely, the proposal could weigh on U.S. Treasuries like TLT, as higher spending often leads to wider deficits and increased debt issuance. Market participants are closely monitoring the fiscal implications of such a policy on the long-term stability of the USD.