Europe Intelligence Brief for Thursday, March 12, 2026

2026-03-12 - 18:23

What Matters Today 1 Stoxx 600 falls ~0.6% as Brent blasts past $100 — banks, healthcare, consumer cyclicals lead losses; defence stocks buck trend with Leonardo +7.8% and Rheinmetall +3.5%; IEA’s record 400M-barrel release fails to calm markets — STOXX 50 also −0.6%; Brent surged to $101.59 after Iran’s new supreme leader Mojtaba Khamenei vowed