US Markets closed - Europe hits highs as defence companies soar

SPI up 21 - BHP results - SEK - CGF - HUB

• European stocks mark record closing high as defence stocks soar.
• Euro zone yields up, traders cut bets on ECB rate cuts on defence spending concerns.
• China's Xi holds rare meet with business leaders amid US tech rivalry.
• Europe talks up more defence spending as Ukraine peacekeeper plan divides.
• German voters demand change as Europe's biggest economy stalls.

COMMODITIES

• OPEC+ is not considering delay to April oil supply hike, Novak says.
• Oil rises as drone strikes Caspian pump station, while Russia-Ukraine peace talks loom.
• Drone strike hits Chevron, Exxon oil exports via Russia.
• US decision to block Nippon Steel-U.S. Steel deal was 'unjust political interference', Ishiba says.
• Copper falls as short covering fades.
• Iron ore slides as cyclone-led supply fears ease in Australia.
• Gold gains on softer dollar, Trump tariff threats.

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