Europe's aerospace and defense sector is on fire right now. The index jumped nearly 15% just this month alone. What's driving it? Simple—investors are betting big that military spending across the continent won't slow down anytime soon. Whether it's geopolitical tensions, supply chain reshuffling, or strategic realignment, capital is flowing into defense. This kind of macro rotation matters for the broader market sentiment. When traditional sectors like defense start outperforming, it often signals shifts in risk appetite and capital allocation patterns that ripple across all asset classes.