Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Factory Output Divergence Is Reshaping Investment
In this episode of The European Economy Podcast, Lucas and Luna dig into the sharp divergence in Eurozone factory output—why Germany's industrial production is faltering while Spain's is surging. They anchor the discussion on live data from June 24, 2026, showing the EWG (Germany ETF) down 2% in five days versus EWI (Italy) down 2.3% and EWP (Spain) down only 0.9%. They explore structural factors: Germany's energy-intensive auto and chemical sectors versus Spain's reshored pharma and renewable equipment manufacturing. The hosts also touch on the implications for ECB policy…
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