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Bloomberg Surveillance · Monday, July 27, 2026

US Military Spending as a Form of Economic Stimulus

Monica Gerr argues that significant military spending, such as the NDAA and aid to Ukraine, should be considered a form of economic stimulus. While it may not have the largest multiplier effect, she believes it still provides a meaningful boost to the US economy through contract awards.

The tape

2 quotes
I don't think we're stimulus out. From a political perspective, you cannot underestimate the Congress's ability to spend the justice is one point one trillion on NDAA, a ninety five billion additional to the US or on more right, this is a weird question.
Monica Gerr
I definitely call it stimulus when you're thinking about who's getting the contracts as a US based contract and so while it doesn't have necessarily the largest economic multiplier, there is still a multiplier there that is meaningful for the US economy.
Monica Gerr
Heard on Bloomberg Surveillance — “Tariffs and Geopolitics and the Market Intersection, published Monday, July 27, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
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US Military Spending as a Form of Economic Stimulus — Heardvine