Deutsche Bank doubles down on defense investment as Europe re-arms, sparking a financial Hunger Games for contracts and innovation.
Deutsche Bank doubles down on defense investment as Europe re-arms, sparking a financial Hunger Games for contracts and innovation.

From Bread to Bullets: A Girl on Fire's Take

Well isn't this just peachy? Deutsche Bank not exactly known for feeding the starving masses of District 12 is now shoveling 'double digit billion' euros into defense. Suddenly everyone's all about 'national security.' I guess bread isn't the only thing people are hungry for these days. Apparently the EU's been 'under investing' in defense according to the CEO Christian Sewing. Under investing? Try living in a district where they 'under invest' in everything but reaping day preparations.

The NATO Games: May the Highest Bidder Win

So NATO's having a little summit huh? Probably gossiping about who's wearing what kind of armor. They're talking about upping the defense spending target to 5%. Spain's being a bit of a mockingjay causing trouble. Trump started this you know which is ironic considering his hair looks like a dandelion about to seed the wind. The EU's throwing around 800 billion euros like it's confetti at a Capitol party. Meanwhile the UK and Germany are also joining the spending spree. Seems like everyone is ready to upgrade from peashooters to whatever gizmos the Capitol comes up with 'cause apparently we have a 'capability gap' to fill.

Financing the Rebellion... I Mean Defense

Deutsche Bank is all about working with the public sector. Apparently they need to figure out how to siphon governmental funds into the right pockets. Sewing says it needs to go to the “mid cap and the supplier companies,” which sounds suspiciously like enriching the folks who can already afford muttations for pets. They want to create a “single market for capital.” Sounds like a grand scheme to make sure the wealthy stay wealthy. You know typical Capitol stuff.

Silicon Valley 2.0: Now with More Missiles!

The article says that the EU's sudden interest in blowing stuff up could 'act as a stimulus for innovation.' Apparently the genius of Silicon Valley comes from America's love of shiny new weapons. I guess instead of social media apps we'll be getting apps that help you target rebel leaders. I mean terrorists.

Defense Stocks on Fire: Is This a Joke?

The Stoxx Europe Aerospace and Defense index is up nearly 50% this year with some companies almost doubling in value. Seriously? Renk a German tank parts manufacturer has seen its shares jump 259%. I bet the folks in District 12 would love to see their bread rations increase by that much. Deutsche Bank is even raising its target price on Airbus. “ADS’s growth and profitability are expected to materialise post 2028.” Great. More money for those who already have it. Remember what President Snow said “It is the things we love most that destroy us.” I suspect he's onto something.

A Rare Opportunity to Capitalize...On Fear?

According to Deutsche Bank analysts Europe has 'a rare opportunity to capitalize on the evolving global landscape.' They say 'With inflation pressures easing and a fresh wave of defence and industrial stimulus gaining traction economic momentum is gradually returning.' So easing inflation and increasing war spending? Does that make sense? And the EIB is loaning Deutsche Bank 500 million euros to help small and medium sized businesses in the defense supply chain. They will be able to invest in 'military and police infrastructure such as training facilities'. Looks like someone is trying to ensure that the odds are forever in their favor.


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