Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Europe's Green Subsidy Market Distortion
Lucas and Luna dissect how the European Union’s massive green subsidy framework is quietly warping capital allocation across the continent. With nominal GDP growth slowing to 2.2 percent annualized by April 2026, the debate isn’t about whether Europe wants to decarbonize, but how these incentives are creating a dual market where subsidized sectors overheat while others starve for liquidity. We look at the specific trade-offs between industrial policy and free-market efficiency, using recent ETF flows into German and Italian markets as a window into investor sentiment. This episode explores…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.