Europe, Trump and Defense

US Defense Stocks Drop While Europe Emerges as Surprise Winner
US defense contractors are on shaky ground just a month into the new administration — taking a backseat to European peers — as mounting concerns over a deluge of policies including a tightened military spending budget send shock waves across the government-sensitive group.
Trump’s Rift With Europe Adds Fuel to a Rally in Defense Stocks
A flurry of trading has helped push the Pan-European Stoxx 600 index to a record high as investors expect Europe’s governments to increase military spending.
U.S. Defense Stocks Are Recovering, European Ones Are Soaring. How Trump Changed the Outlook.
Defense stocks continued their meager comeback on Wednesday, after President Donald Trump’s recent promise to slash military spending. European defense firms are still outpacing them by some distance.
European markets close higher as defense stocks continue to rally
European markets traded higher on Tuesday as traders kept a close eye on geopolitical developments in the region.
10 stocks of defense contractors that might withstand Trump and Hegseth’s cuts
Investors are probably better off not overreacting to daily news headlines. Then again, certain headlines and resulting declines in stock prices can set up entry points for long-term investors.
European, Asian Stocks Rise. Increases in Defense Spending Will Help.
Shares in Asia and Europe gained on Tuesday, lifted by defense and military stocks as U.S. and Russian officials meet in Saudi Arabia to discuss ending the war in Ukraine. Japan’s Nikkei 225, the Hang Seng in Hong Kong,
Europe can’t count on the US to be its bodyguard. That’s great for its defense companies
A stark new reality in Europe — that its long-time ally and security guarantor, the United States, may not come to its rescue in a future war — has set the stage for a faster ramp-up in military ...
European defense stocks surge as investors bet Trump's Ukraine stance will push up military spending
Shares in London-listed BAE Systems soared 7% on Monday. Germany's Rheinmetall jumped 8%, while Italian and French defense ...
Europe Defense Spending Lifts Stocks, Hurts Bonds: Markets Wrap
European bonds slipped and shares in defense companies rallied on the likelihood of greater military spending, which could ...
European Defense Stocks Rise on NATO Remarks on Military Spending Boost
Shares jumped in early trade after NATO allies’ remarks about the need to boost Western defense budgets to continue to ...
European stocks mark record closing high as defence stocks soar
European shares marked a record closing high on Monday, boosted by defence stocks as investors priced in the likelihood of ...
Why did European defence stocks, bond yields rise on Monday?
European defense stocks, bond yields rise, as NATO and EU leaders discuss increased military spending. Rheinmetall, Saab, and ...
Kelly Evans: Europe's “peace” rally
European stocks have quietly, and rather ironically, been one of the best-performing markets in the world so far this year. I ...
Global equity fund inflows rise on European stock rally, cooling US inflation
Global equity funds continued to see robust inflows, with the majority directed to European equity funds, which hit record ...