European futures rebound amid global growth concerns
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European markets showed resilience on Monday, with EuroSTOXX 50, DAX, and FTSE futures rising between 0.2% and 0.8%, rebounding from Friday’s losses that ended a 10-week winning streak. The recovery comes despite continued weakness in Asian markets, where the Hang Seng Index (HSI) dropped 1.85%, and declining S&P 500 futures (-0.5%) on concerns over a potential U.S. economic slowdown.
Market sentiment remains fragile after President Donald Trump refused to speculate on the possibility of a U.S. recession, instead calling the current phase a “period of transition.” Meanwhile, deflationary pressures in China are adding to global growth anxieties.
European aerospace and defense stocks appear set for gains, with EU finance ministers preparing to discuss funding for defense spending. Analysts at Berenberg are bullish on the sector, citing the start of a decade-long rearmament cycle that could drive earnings growth to levels unseen in the past 30 years.
In corporate developments, Volkswagen’s truck unit Traton (8TRA) fell 4.19% after forecasting weakness in the commercial vehicle market for 2025, reflecting lingering macroeconomic uncertainty. In M&A news, UK healthcare real estate investment trust Assura (AGR) surged 15.37% after receiving a £1.61 billion non-binding buyout proposal from KKR (-0.74%) and Stonepeak.
As European indices attempt a rebound, investors will closely monitor developments in U.S. trade policies, inflation data, and sector-specific momentum, particularly in defense and industrials, which continue to attract bullish sentiment.
Market sentiment remains fragile after President Donald Trump refused to speculate on the possibility of a U.S. recession, instead calling the current phase a “period of transition.” Meanwhile, deflationary pressures in China are adding to global growth anxieties.
European aerospace and defense stocks appear set for gains, with EU finance ministers preparing to discuss funding for defense spending. Analysts at Berenberg are bullish on the sector, citing the start of a decade-long rearmament cycle that could drive earnings growth to levels unseen in the past 30 years.
In corporate developments, Volkswagen’s truck unit Traton (8TRA) fell 4.19% after forecasting weakness in the commercial vehicle market for 2025, reflecting lingering macroeconomic uncertainty. In M&A news, UK healthcare real estate investment trust Assura (AGR) surged 15.37% after receiving a £1.61 billion non-binding buyout proposal from KKR (-0.74%) and Stonepeak.
As European indices attempt a rebound, investors will closely monitor developments in U.S. trade policies, inflation data, and sector-specific momentum, particularly in defense and industrials, which continue to attract bullish sentiment.