Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why German Stocks Are Outpacing the Eurozone
Germany's stock market surged 3.5% in the past week, more than double the broader Eurozone gain. Hosts Lucas and Luna break down the three forces driving the Germany premium: a stable euro and weaker dollar, German industry's pricing power despite Chinese input costs hitting an 18-year high, and a global rotation into the largest, most liquid European market. They contrast this with the lagging performance of Italy and Spain, and ask whether the rally is sustainable.
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The skinny
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