Defense 2.0: Trump's Budget Turbo and Europe's Rearmament Wave Drive the Sector!
Reading Time: 3 minutes
While the markets are on track for record highs in 2026, the defense industry is entering a new supercycle. U.S. President Donald Trump aims to increase the defense budget for 2027 to $1.5 trillion – a rise of over 50% compared to 2025. For investors , this is a clear signal: The era of "hard power" is just beginning. Even with a potential ceasefire in Ukraine, the structural need for rearmament in Europe remains enormous. Thyssenkrupp Marine Systems (TKMS) exemplifies the new confidence of the European industry. The Kiel-based submarine manufacturer,...
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