Shipping in Trouble, Rheinmetall Soars: EMEA Earnings Week Ahead

Aug. 4, 2025, 5:50 AM UTC

Shipping companies AP Moller-Maersk A/S and Deutsche Post AG face a continued slowdown as tariff uncertainty hampers demand for freight services, driving rates lower and clouding the outlook for the rest of 2025.

Deutsche Post’s relatively limited exposure to transpacific trade routes could shield it from the worst of the fallout, while trimmed costs and rising postal rates may help offset the impact of lower volume across the board.

Defense giant Rheinmetall AG, whose shares have almost tripled this year, is likely to strike a positive tone as it benefits from soaring military spending, though the EU’s agreement to ...

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