“Some investors may now see a greater chance of stronger US backing for Europe, easing the pressure on European governments to spend more [but] even with stronger US backing, we expect Europe to stick to its spending plans,”

Loredana Muharremi · said 2026-11-04 · reported 2026-11-06

Muharremi said Wednesday's weakness in European defense stocks was largely sentiment-driven and that Europe is expected to stick to its spending plans.