Deutsche says these two sectors could benefit from larger German fiscal spending

Deutsche Bank analysts say Germany's increased fiscal outlay should support a rebound in cyclicals and software stocks after recent falls. The call indicates sector-level upside but is analyst commentary rather than new policy detail, so effects are likely limited to relative sector performance rather than broad market moves.

Analysis

Deutsche Bank analysts say Germany's increased fiscal outlay should support a rebound in cyclicals and software stocks after recent falls. The call indicates sector-level upside but is analyst commentary rather than new policy detail, so effects are likely limited to relative sector performance rather than broad market moves.