Europe This week’s rebound for European markets has been a lacklustre one and part of that may be down to the fact that on a fiscal level the response of European government has been much less expansive as that of the US. On the plus side of the ledger, the biggest gainers today have been the likes of CRH and Ashtead in the wake of last night's reports that US politicians had crafted together a $579bn infrastructure stimulus plan, with both companies likely to benefit if any of it comes to pass. While this can be construed as progress, we still remain some way from it passing into law, however it is a start, and with some compromise on both sides a lot of it would trickle down into infrastructure improvements.