Скачать или смотреть The European Market Brief 16: Defense, Financials, and the 2026 Eurozone Outlook

Is the European market outperforming the US in 2026? We dive into the massive gains in European Banks and Defense stocks, and how the VIX vs VSTOXX spread is shifting your portfolio risk.

In this inaugural 2026 episode of The European Market Brief, Mark Longo is joined by Russell Rhoads, Sophie Granchi (Eurex), and Arun Singhal (STOXX) to breakdown why the Eurozone is no longer just a "value play." From the 76% surge in European banks to the unprecedented 97% returns in targeted defense indices, we explore the data-driven divergence between the S&P 500 and the STOXX Europe 600.

0:00 - Introduction: The New Trading Landscape of 2026 02:15 - 2025 Retrospective: Why Europe beat the US Tech narrative 05:40 - The Defense Boom: Are 90%+ returns sustainable? 10:20 - Banking on Europe: STOXX Europe 600 Banks vs. US Financials 15:30 - Volatility Myths: Understanding the VIX/VSTOXX Spread 22:10 - New Trading Products: Industry Futures and Thematic Indices 28:45 - The Red Phone: Is the S&P 500/STOXX gap permanent? 35:00 - Final Thoughts & Where to Trade


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