From Barron’s: 2025-02-18 04:47:26

President Trump initiated talks to end the Russia-Ukraine war, causing European countries to reconsider defense spending. Trump’s desire for reduced defense spending is impacting U.S. defense stocks while boosting European ones. U.S. stocks are expected to rise as U.S. and Russian reps meet in Saudi Arabia. Trump’s delay in imposing tariffs is lifting stocks, particularly in the tech sector.



Read more at Barron’s: Stock Futures Rising. Defense Stocks Are the New Trump Trade Amid Russia Peace Talks.