US & Europe: Divided they stand
Tuesday 18th February 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
The whole European defence issue is becoming very complicated. Phil makes sense of it all with NAB’s Tapas Strickland on the day that US and Russian delegations meet in Saudi Arabia to discuss a cease fire deal, without Ukraine present. Worried about their ongoing reliance on the US, EU leaders (and the UK) met to discuss future defence spending, perhaps supported by Eurobonds, hitting existing bond prices and pushing European defence stocks higher. In other news, President…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.