Defense Stocks Surge as the EU Might Activate the Special Clause. Rheinmetall Receives a new Price Target of €1,037!

A central theme in the stock market in Europe is defense stocks. This has the following reasons: - Europe will have to invest significantly more in its own security in the future, especially to secure Ukraine. The USA has made this clear, and to present "strength," Europe must spend more. - Countries are likely to activate the special clause for defense, allowing them to spend more. - Stifel analysts expect NATO to raise its spending target to only 2.5-3%. This would result in additional investments of $85-176 billion per year. Defense stocks...