Forex And Defence Sector Stocks To Keep An Eye

Economic Week (March 25–29)

Flash PMIs, Consumer Confidence, Orders, Jobless Claims & PCE inflation (Friday).
If PCE comes in low, rate cut expectations rise, which is bearish for USD.

Canada
January GDP (Friday). CAD could present opportunities if there are deviations from estimates.

Eurozone
PMIs, Germany’s IFO Index, and inflation data from France & Spain.
The EUR reacts positively to strong German data.

United Kingdom
Spring Budget & Inflation Data (Wednesday), PMIs & GDP (Friday).
A big week for GBP trading with potential volatility.

Japan
BoJ Minutes & Tokyo Inflation (Friday).
If the tone turns more “hawkish”, JPY could strengthen.

Australia
Budget (Tuesday) & CPI (Wednesday).
If inflation remains high, AUD could see gains.

China
PBOC Announcements & Industrial Profits (Thursday). Markets are watching for economic support signals.

Opportunities of the Week:
• USD – Watch out for PCE (Friday)
• GBP – Budget + CPI = high volatility
• JPY – Potential gains if BoJ hints at tightening

A highly volatile week ahead!
Globally, markets are adjusting to trade pressures, inflation risks, and political uncertainty.

Stock Opportunities

You’ve probably already heard that the EU plans to massively increase its investments in national defense to become less dependent on NATO forces 🇪🇺.

This means that huge amounts of capital are about to flow into European defense and weapons system companies .

So, let’s take a look at three companies that are likely to benefit from this trend

A. Rheinmetall ($RHM)
The German company specializes in tanks and armored vehicles. Its stock has skyrocketed by +120% YTD

B. Leonardo ($LDO)
This company focuses on helicopters , and its stock is up +77% YTD

C. BAE Systems ($BA.)
Specializing in aerospace and weapons systems , BAE’s stock has climbed +38% YTD.

Posted Using INLEO