Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How ECB Rate Hike Is Boosting Southern European Stocks
Episode 52 of The European Economy Podcast — Lucas and Luna break down a surprising market trend: since the ECB's surprise rate hike on June 11, 2026 — the first since 2023 — peripheral Eurozone stock markets like Italy and Spain have outperformed Germany's DAX by a wide margin. Over the past five days, Spain's ETF (EWP) is up 3.6%, Italy's (EWI) up 3.4%, while Germany's (EWG) is essentially flat at +0.4%. The hosts explain why higher rates are actually good for Southern European banks and exporters, and how the Iran conflict-driven energy shock is reshuffling the…
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