Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Manufacturers Are Squeezed by Chinese Input Costs
A new data point from July 2026: US import prices from China hit their highest level since 2008. For Eurozone manufacturers that rely on Chinese components and raw materials, this is a growing margin squeeze. Lucas and Luna break down the transmission mechanism—how a strong dollar at 120.5 on the trade-weighted index, a flat EUR/USD at 1.14, and surging Chinese export prices combine to pressure everything from German auto parts to French electronics assembly. They explore whether this is a one-off shock or the start of a structural shift as tariffs and onshoring reshape global supply chains…
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