Europe's defense stocks stuttered after the deal announcement Sunday, as investors questioned whether national spending would be rerouted stateside.

Though details of the trade deal have yet to be revealed, investors and analysts are already picking out the winners and losers from the agreement.

Europe's defense stocks stuttered after the deal announcement Sunday, as investors questioned whether national spending would be rerouted stateside.

The dollar could be on the back foot again heading into 2026, as new tariff rates hit and the Fed is expected to begin rate cuts.