# Daniel Kohen

Type: Person

Source: Space & Defense Intelligence Brief — https://getspacebrief.com/entity/daniel-kohen
Canonical HTML page: https://getspacebrief.com/entity/daniel-kohen

## Timeline

- **2026-11-03**: Midterm Elections — Final outcome of affordability politics and legislative shifts impacting sector margins.
- **2026-Q3**: Fed Leadership Transition — Potential reset of central bank operations as leadership changes loom.
- **2026-Q2**: Supreme Court Tariff Rulings — Anticipated judicial decisions expected to further disrupt international trade policy.
- **2026-03-08**: Morgan Stanley Report Released — Monica Guerra and Daniel Kohen identify 7 political risks for the 2026 market cycle.

## Recent coverage (1 stories)

### Morgan Stanley Warns of 2026 Political Volatility Impacting Defense Markets
2026-03-09 00:26:41 · Sentiment: Neutral · Impact: 8/10 · Sources: 2

Morgan Stanley has identified seven critical political risks ahead of the 2026 midterm elections that threaten to disrupt market stability across key sectors, including defense and aerospace. These risks, ranging from Supreme Court rulings on tariffs to shifts in Federal Reserve leadership, signal a period of heightened policy-driven volatility for institutional investors.
Full story: https://getspacebrief.com/story/morgan-stanley-political-risks-2026-defense

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