Here is a clear overview of the quarterly figures due next week.

$NXPI (+1.57%)
$CLF (+1.36%)
$LOGN (+1.69%)
$KO (+0.32%)
$GM (+1.54%)
$LMT (-0.53%)
$NOC (-0.32%)
$PM (+1.28%)
$RYTT34
$UPS (+0.48%)
$V (+1.63%)
$T (+0.58%)
$FCX (+3.18%)
$GD (-0.05%)
$GOOGL (+2.95%)
$IBM (-3.11%)
$NOW (-0.49%)
$TSLA (+2.64%)
$DOW (-0.94%)
$HON (+0.22%)
$VLO (+0.61%)
$BMY (+1.24%)
$AON (+0.61%)
$CL (+0.59%)

It seems like my post about Europas F-35-Sicherheitsdilemma could not have come at a better time:

Dependence on US armaments is increasingly perceived as a risk factor for Europe's military and security sovereignty and is now being publicly addressed at the highest political level faster than I would have expected.

French President Emmanuel Macron

President of France Emmanuel Macron has made it clear in an interview with Le Parisien that he is critical of Europe's purchase and use of US armaments and proposed replacing them with European alternatives.

Macron was also quite clear: "Those who buy Patriot systems should be offered the next generation of the Franco-Italian SAMP/T. Those who buy F-35s should be offered the Rafale fighter aircraft."

His main concern is greater strategic autonomy for Europe:

• Criticism of US systems: Poland plans to buy American F-35 fighter jets ($LMT (-0.53%)) and Patriot ($RYTT34). Macron questions these decisions and proposes European solutions.
• European optionsMacron specifically mentions approaches such as joint European development projects to reduce dependence on the USA. Examples include European fighter jets such as Saab Gripen ($SAAB B (-3.6%)), Eurofighter ($AIR (-0.37%) - $BA. (-2.43%) - $MTX (+1.38%) - $LDO (-2.73%)) or Dassault
  Rafale ($AM (-1.37%)) or air defense systems (e.g. SAMP/T from $HO (-1.1%), $BA. (-2.43%), $AIR (-0.37%) and $LDO (-2.73%) or Oerlikon Skynex from $RHM (-2.74%)).
• Long-term strategyMacron's proposals aim to strengthen Europe's military independence by pooling technology, production capacities and resources in the EU member states' own economic area in the long term.

Macron is thus sending a clear signal for more European cooperation in the defense sector and against an excessive focus on US technology.

#emmanuelmacron
#usa
#defense
#verteidigung
#rüstungsindustrie
#europa
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