European Defence Shares Surge As Investors Bet on Higher Spending

No European defence without Germany

The rapid action by Friedrich Merz in the face of Donald Trump’s disruption highlights how the continent’s leaders need strategy as well as spending

Financial Times - 5d

S&P 500 closes higher on soft inflation report; Nasdaq jumps 1% as traders snap up tech shares

The Nasdaq Composite rose on Wednesday after a soft inflation report eased concerns about the economy and as investors snapped up beaten-up technology shares.

NBC News - 21h

Weekly mortgage demand surges 11% higher, as interest rates dropped for the sixth straight week

Mortgage rates dropped to the lowest rate since October of last year, and that pushed demand even higher last week, after a substantial jump the previous week.

NBC News - 1d

Merz presses Greens to name their terms for German defence spending rise

‘What more do you want from us?’ asks chancellor-in-waiting as he seeks urgent support for fiscal rule changes. Germany’s chancellor-in-waiting has tried to win over the Greens to his ambitious but ...

The Guardian - 56m

European leaders push defense spend amid uncertainty over Trump aid to Ukraine

European leaders have upped the ante on defense spending plans as they look to support Kyiv and fill a potential void of U.S. aid.

CNBC - 6d

Boosted defence spending will come at cost of manifesto pledges

Government should level with public about which promises it cannot afford to keep

Financial Times - 3d

Hedge funds slash bets as Trump’s trade war causes ‘a lot of pain’

Managers’ favourite stocks tumble as market volatility surges

Financial Times - 1d

A European Starlink rival's shares skyrocketed 390% in a week — here's why

Shares of French satellite operator Eutelsat gained over 550% in a three-day rally last week.

CNBC - 3d

Germany’s Greens vow to block Merz’s flagship spending package

Party officials reject €500bn infrastructure fund plan and change to debt borrowing rules to fund defence spending

Financial Times - 3d

'Time of illusions' on European defence is over, says EU chief

Yahoo News - 2d

Weekly mortgage demand surges 11% higher, as interest rates dropped for the sixth straight week

Mortgage demand for both homebuying and refinancing reacted to yet another drop in mortgage rates, which are now down for the sixth straight week.

CNBC - 1d

IfW Kiel ties German growth forecast for 2026 to defence spending

Yahoo News - 6h

Wealth managers dump investment trust shares

But retail investors buy into the troubled sector

Financial Times - 5d

How Americans are spending their retirements at sea

The U.S. is seeing a surge of retirements as more than 4 million people will turn 65 this year. Some are choosing a life at sea for their golden years. CBS News' Nancy Chen has more.

CBS News - 3d

‘Nothing is off the table’ on EU defence funding, says Ursula von der Leyen

Commission president says ‘something fundamental’ has shifted and democracy and rule of law are under threat. “Nothing is off the table” when it comes to raising money for defence, the head of the ...

The Guardian - 4d

Von der Leyen says €150bn defence loans should be spent in Europe

Funds to be used on weapons from EU and like-minded European nations such as UK, Norway and Switzerland

Financial Times - 2d

Adobe shares drop 13% as concerns about AI growth overshadow better-than-expected results

Adobe shares fell on Thursday as investors fretted over lingering growth concerns and the company's artificial intelligence monetization strategy.

CNBC - 18m

Short-term Treasury yields remain near mid-October lows as investors await CPI report and more tariff talks

Bond yields ended higher Tuesday as investors monitored the tariff front, awaited a key inflation report out Wednesday and stayed on guard about a slowing U.S. economy.

MarketWatch - 1d

European stocks steady after US markets plunge

The global sell-off eases in Europe after US shares are hit by President Trump saying the economy is in "transition".

BBC News - 2d

Wall Street stocks sink on fresh Trump tariff threats

Gold surges to all-time high as investors seek safety amid doubts over Ukraine ceasefire

Financial Times - 30m

Can Germany spend its way out of industrial decline?

Chancellor-to-be Friedrich Merz wants to expand investment in defence and infrastructure. The race to re-arm could be a much-needed boost for manufacturing

Financial Times - 5d

Stocks sink as investors fret over volley of tariffs

U.S. stocks resume slide as President Trump threatens to hit the European Union with 200% tariff.

CBS News - 1h

‘Game changer’: German spending plans lift bond market’s growth forecasts

Chancellor-in-waiting Merz’s promise to do ‘whatever it takes’ pushes Bund yields sharply higher in anticipation of more issuance

Financial Times - 5d

Oracle shares turn lower as quarterly revenue miss overshadows cloud deals

Oracle Corp. shares fell in after-hours trading Monday, shaking off an initial gain as investors digested the software giant’s disappointing quarterly revenue, much of it from a cloud-services ...

MarketWatch - 2d

'Volatility is part of the game': What financial advisors are telling investors about market turmoil

The Dow continued to fall on Tuesday after Trump announced higher tariffs. Here's what advisors are telling their clients.

CNBC - 1d

Asia-Pacific stocks fall even after soft U.S. inflation report pushes two Wall Street benchmarks up; Seven & i shares rise as much as 3.6%

The Nasdaq Composite picked up after the soft inflation report eased concerns about a looming recession and as investors snapped up technology shares.

CNBC - 9h

European Defence Shares Surge As Investors Bet on Higher Spending

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