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All eyes on the Fed rate cut expected tonight.

All eyes on the Fed rate cut expected tonight.

"Europe’s defense rally is just beginning."

Financial Adviser 2
December 10, 2025

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1. Wall Street is bullish.

2. Europe’s defense rally is just beginning, says Morgan Stanley.

German lawmakers will approve a record €52 Billion in defense orders in the coming days.

Defense analysts expect Rheinmetall earnings growth at 58% in 2026, 55% in 2027, and 34% in 2028.

3. Chinese exports are on track to reach another record this year.

China has offset the decline from America with breathtaking speed. Shipments to other parts of the world have surged this year, demonstrating that China’s manufacturing dominance will not be easily slowed.

And this time around, China isn’t exporting just cheap goods. It’s exporting the factories themselves.

4. The deal that rewrites the entertainment landscape.

The acquisition transforms Netflix from primarily a streaming-only company into a true entertainment conglomerate, expanding its risk profile and strategic direction.

• Netflix made ~$43 billion from streaming in the last 12 months, still growing in the mid-teens.

• Warner’s Studios and Streaming segments reached ~$24 billion over the same period, mostly flat in the past two years. The majority of revenue is coming from Studios, including theatrical, licensing, and gaming.

That puts the combined entity at ~$67 billion of annual revenue.

Just barely ahead of YouTube, which has an estimated ~$60 billion annual run rate (ads + subscription).

5. The exponential growth in the Battery Energy Storage (BESS) market.

Global demand has exceeded expectations this year, with battery shipments nearly doubling. Analysts now expects global BESS battery shipments to reach 620GWh in 2025 and 960GWh in 2026, reflecting 77% and 55% yearly growth, respectively.

Rising penetration of renewable energy sources, such as solar and wind, is leading to greater intra-day power price volatility and supply-demand imbalances across the grid. BESS plays a crucial role in stabilizing the grid by storing excess energy during low-demand periods and releasing it during peak times, thereby supporting grid flexibility and reliability.