Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe's Housing Market Is Ignoring the ECB
In this episode, Lucas and Luna explore a puzzling disconnect: while the ECB has kept rates elevated to cool inflation, European housing prices in countries like Spain, Portugal, and the Netherlands have been rising steadily since late 2025. They dig into the specific case of Spain, where prices climbed 6.8% year-over-year in the first quarter of 2026, driven by demographic shifts, supply constraints, and an influx of foreign buyers—factors that monetary policy struggles to address. They also touch on how this trend is reshaping wealth inequality and what it means for first-time buyers. A…
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