Trump’s Stance on Ukraine Is Shaking Up Europe. Where Stocks Go From Here. - Barron's
1. Trump's comments boost European defense sentiment affecting RHM. They increase geopolitical tension concerns. 2. RHM is up over 50% year-to-date amid heightened security worries in Europe. This improvement directly reflects optimism in defense spending. 3. European defense stocks rally as Trump disparages Ukraine. Market reactions favor companies like RHM with strong defense profiles. 4. German elections add uncertainty amid tariff threats and political unrest. This volatility indirectly influences RHM's investment outlook.