Group 1 - The recent US-EU trade agreement eliminates a significant tail risk that has been concerning the market, shifting the focus from aggressive rhetoric to actual trade agreements [1] - European automotive manufacturers are identified as major beneficiaries of the agreement, particularly due to the 15% tariff on car imports to the US, similar to the exemptions granted to Japan [1] - Other notable beneficiaries include the US defense industry, given the EU's procurement commitments in this sector, and US energy stocks, especially in light of nearly $1 trillion in upcoming investments [1]