Germany
Germany’s exporters are shifting toward Eastern Europe as near-shoring cuts logistics costs and stabilizes orders. Regional supply chains improve cash flow and earnings visibility for EU industrials such as DAI.DE and BAS.DE despite weak China demand.
Germany
Hensoldt (ETR:HAG) targets margin and backlog expansion as Europe’s defense budgets exceed 2% of GDP. Order backlog >2× revenue signals multi-year growth visibility and structural demand.
Germany
Bundesbank warns Germany’s debt path unsustainable; Bund yields near 2.45% while (INDEX:DAX) remains firm. (ETR:SIE) and (ETR:MBG) benefit from exports even as manufacturing shrinks.
Germany
Germany prepares for CPI release with GDP growth ~0.9% y/y. Investors and sovereign bond holders watch inflation outcomes and Bund yields for euro-area market positioning.
Germany
Germany’s near-zero real-growth and sub-1% productivity gains cast a shadow over euro-area assets, with European growth assumptions increasingly decoupled from reality and raising risk premia.
Germany
Rheinmetall (Xetra: RHM) and Bulgaria’s VMZ launch a €1 billion NATO-grade ammunition hub, shifting Europe’s defence base eastward as regional budgets exceed €280 billion. The project embeds Bulgaria in EU supply chains and boosts Rheinmetall’s industrial reach.
Germany
The EU steps up plans to counter China’s mineral-export curbs, pursuing diversification and recycling to protect clean-tech supply chains. Shorter hedges and higher working-capital needs signal tighter conditions even as CL=F eases and DXY stays firm.
Europe
Eurozone PMI at 52.2 signals the strongest upturn since 2024; easing inflation and steady ECB policy underpin cautious recovery momentum. (EURUSD, SXXP)
India
India’s Berlin visit targets supply-chain localization and export growth; monitor deal flow via GDAXI and INDA, currency risk through EURUSD=X and USDINR=X, and narrowing of the goods gap by USD 2 billion by FY26 if execution delivers.