Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Home Prices Are Rising Despite Rate Cuts
In episode 93 of The European Economy Podcast, Lucas and Luna examine a puzzle: despite the ECB cutting rates aggressively in 2026, home prices across the eurozone are still climbing. They drill into the specific case of Germany, where residential real estate prices rose 2.8% quarter-over-quarter in Q2 2026 even as the construction sector shrank. Using data from the latest Bundesbank housing market report, they explore how structural undersupply, immigration, and a shift from renting to owning are overriding monetary policy. Lucas breaks down why the ECB's rate transmission mechanism is…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.