Loredana Muharremi

“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.

“It takes years of investment to close the gaps in Europe's own military capabilities and build the industrial capacity it needs to deter Russia.”

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.