US House blocks impeachment push against Defence Secretary Pete Hegseth

The US House has voted to block an impeachment resolution targeting Defence Secretary Pete Hegseth, according to the headline. The development removes a near-term source of political uncertainty around the Pentagon leadership, which can reduce the risk premium on defence-sector equities that are sensitive to continuity in procurement and budget decisions. The transmission channel here is mainly sentiment and policy-continuity expectations rather than direct fiscal flows, so any price effect is likely to be concentrated in defence contractors and US government-linked names rather than broad indices. Traders should watch the upcoming House and Senate appropriations markups for the defence budget, since committee language on programme funding would more directly determine whether the political calm translates into sustained sector positioning.

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