Europe’s stock market surge has raised concerns that investors are becoming too confident in a potential ceasefire in Ukraine. Historically, the end of war has been a wild card for European equity markets, and now investors are buying energy-intensive sectors and undervalued companies in anticipation of peace. This increased optimism may lead to a pause or correction in the rally, as some experts warn that overly optimistic expectations could be the catalyst for a sell-off.
Source: https://www.bloomberg.com/news/articles/2025-02-14/europe-s-equity-rally-shows-too-much-confidence-on-ukraine-peace