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💣 Europe's Defense Awakening: Can It Compete? 🇪🇺⚔️ | Macro Mondays ft Mikkel Rosenvold

• Steno Research partner and head of geopolitics, as well as COO of Asgard-Steno Global Macro, Mikkel Rosenvold, is here to break down the many geopolitical events that are affecting investor sentiment right now and how to trade them, including tariffs, Ukraine, Turkey, and more.⁠

🔑 Key Insights:
• 🇪🇺 Europe’s Defense Push: The EU is ramping up its military spending, but there’s a catch—many of these investments are already priced into the market. 📈💰
• 🔥 North Korea Outproducing Europe?! Over the course of the Russia-Ukraine war, North Korea has supplied 5X more artillery shells than the entire EU. This highlights Europe’s long-neglected defense industry. 😱🚨
• 🇺🇸 A Win for U.S. Arms Dealers? Despite efforts to buy European-made weapons, the reality is that Europe may still have to rely on U.S. defense companies to meet urgent military demands. 💼💥

🚀 The global defense race is shifting. Who will emerge as the dominant force? 🤔💭

#Defense #MilitarySpending #Europe #Geopolitics #StockMarket #Investing #ArmsIndustry #RussiaUkraine #USStocks #MarketTrends #RealVision

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