Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Eurozone Growth Divergence Worsens as ECB Faces Hard Choices
Lucas and Luna dig into the widening gap between Eurozone core economies and the periphery, using fresh May 21 data on VGK and country-specific ETFs like EWG, EWU, and EWI. They discuss how Germany's industrial stagnation contrasts with Spain's services-driven expansion, and what that means for ECB policy ahead of the July meeting. With the US dollar at 119.3 on the trade-weighted index and EUR/USD at 1.16, they explore the implications for European exporters and the likelihood of further ECB rate cuts. The hosts also touch on the UK-Gulf trade deal and Putin-Xi gas pipeline talks…
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