FRANKFURT (DEUTSCHE-BOERSE AG) – The planned billions in spending on defense and infrastructure are driving German stocks higher. The second and third tiers are also benefiting. US equities, on the other hand, are suffering from US President Trump’s tariff policy.
March 10, 2025: The enthusiasm continues on the German stock market. After a weak Friday, the start of the new week is back on the up. “The leading German index is benefiting from the planned financial packages for armaments and infrastructure in Germany and also from the high willingness to spend at EU level,” says Ralf Umlauf from Helaba. These factors give hope for an economic recovery, especially in German industry.
DZ Bank shares this view. If two “special pacts” now become reality, shares would probably have considerable further upside potential – even outside of the defense industry, says Michael Holstein. “All in all, the upcoming decisions in European…
