European markets are experiencing heightened volatility, attributed to new fiscal measures amounting to €800 billion, of which €150 billion will be disbursed through loans. Analysts are closely monitoring the implications of these spending plans, particularly their impact on foreign exchange, interest rates, and credit markets. The measures come amid ongoing concerns regarding tariffs introduced by former President Donald Trump, which have also contributed to market fluctuations. Key stocks under analysis include Indra, ACS, and ArcelorMittal, with analysts evaluating their potential in light of the new fiscal environment. The discussions emphasize the importance of defense spending and its effects on the stock market, particularly for companies in the defense sector. Analysts are also examining the performance of various companies within the IBEX 35 index, highlighting the potential for rebounds in specific stocks such as Ferrovial and the energy sector.