government spending

Defense stocks rally on military spending surge, but IMF warns 2.6% GDP deficit impact and fiscal strain could ultimately undermine the rearmament cycle sustaining valuations.

Lockheed Martin offers defensive positioning in defense sector with record backlog, F-35 contracts, and space growth amid anticipated budget expansion.

Germany's manufacturing expanded in February for the first time in three years, driven by defense spending. Growth remains fragile amid trade pressures and weak economic outlook.