The lookahead: What next after U.S. strikes on Iran and Europe's 5% defense problem
1. U.S. strikes on Iranian nuclear facilities escalate geopolitical tensions significantly. 2. NATO Summit may increase defense spending pressure on European nations. 3. Trade talks in Tianjin and industrial optimism in Germany are pivotal. 4. German economic forecasts for 2025 and 2026 are raised amid strategic meetings. 5. Ongoing tensions between Israel and Iran could destabilize market sentiment.