A victory for Donald Trump in the presidential election is generally perceived as favorable for European defense stocks, particularly due to his indications of reducing U.S. military assistance in the area and pressuring NATO allies to allocate 2% or more of their GDP towards defense expenditures. However, if he were to win and act on his commitments to swiftly conclude the conflict in Ukraine, the … Continue reading A Trump victory could create a ‘buy-the-dip’ opportunity in European defense