Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Europe's Silent Currency Crisis
While headlines focus on US Treasury yields and French political turmoil, the Eurozone faces a deeper structural threat: the unintended consequences of a strong dollar. With the trade-weighted US dollar index hitting 119.5 and the euro flat at 1.15, European exporters are quietly squeezed. Lucas and Luna dissect how this currency dynamic is reshaping capital allocation across the continent, from Germany's industrial base to France's budget battles, and why the European Central Bank might be watching more closely than it admits.
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