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Markets
European stock markets record first monthly drop as US tariffs loom
US President Donald Trump is set to unveil reciprocal tariffs on Wednesday, with ongoing uncertainties surrounding his policies weighing on market sentiment. European stock markets posted their first negative monthly performance of 2025 in March, reflecting the potential economic impact ahead.
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Markets
Market insights: What is behind the European stock markets’ rally?
European markets continued to outperform their US counterparts despite the recent rebound on Wall Street. Notably, the banking and industrial sectors stand as the top two performers, driven by relatively cheaper valuations, expectations for surging defence spending, and optimistic economic outlooks.
Markets
Inflation and PMIs: What moves the financial markets this week?
This week, financial markets will focus on upcoming flash manufacturing and services PMIs, as well as inflation data from major economies. These figures are crucial for investors assessing the global economic outlook amid escalating trade tensions.
Markets
How will Germany's debt reform impact its stock and bond market?
Germany has passed a landmark spending bill, unlocking hundreds of billions of euros for defence spending and infrastructure investment. While the historic debt reform is expected to boost Europe’s largest economy, there are further implications for its stock and bond markets.
Markets
Investors flock to Europe as US exceptionalism fades: BofA survey
The latest Bank of America Fund Manager Survey shows a record rotation from US to European equities, driven by Germany’s fiscal stimulus and rising defence spending. A net 60% of investors expect stronger European growth, marking a sharp sentiment shift.
Markets
The DAX and euro rise ahead of Germany’s historic debt reform vote
Germany is expected to pass a major spending bill on defence and infrastructure, allowing the country to unleash hundreds of billions of euros into the economy. Both the euro and Germany’s stock markets may maintain their uptrends amid optimism about the fiscal reform.
Markets
Germany’s ‘whatever it takes’ moment: Fiscal boost sparks market rally
Germany’s €500bn fiscal overhaul is redefining its economy, bypassing debt limits to boost infrastructure and defence. Markets are rallying, with defence stocks surging. Analysts call it a ‘game changer,’ signalling a new era for European growth.