Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Tech Stocks Are Surging in 2026
Lucas and Luna examine the surprising outperformance of Eurozone technology stocks in 2026, with the EZU ETF up nearly 5% in a week and Spanish stocks jumping over 6%. They trace the rally to a combination of ECB rate hikes that boosted the euro, a rotation from US mega-cap tech into European value, and structural factors like the EU's Chips Act and green tech investment. Specific examples include ASML's lithography monopoly and the rise of Iberian renewable energy software firms. The hosts also connect the trend to broader economic data: trade-weighted dollar weakness and resilient…
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