From Yahoo Finance: 2025-05-29 08:24:00

Deutsche Boerse shares rally, closing value gap with U.S. peers due to fiscal stimulus and global capital shifts. Europe’s STOXX 600 up 8.5% this year, outperforming the S&P 500. Analysts see potential for further re-rating as European earnings growth accelerates. Investors drawn to European equities for economic policy clarity and military spending boom. Defense stocks soar, banks have room to re-rate.

Analysts compare current European stock market climate to 1990s, citing potential for further gains with creation of European savings and investment union. Under “Blue Sky” reform scenario, European stocks could re-rate above 20 times forward earnings. MSCI USA index at 21.5 times, MSCI Europe at 14.7 times. Exchange stocks to benefit from increased volatility, with Deutsche Boerse and Euronext top picks.



Read more at Yahoo Finance: Deutsche Boerse rally shows a European re-rating is underway