Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Industrial Production Is Splitting North and South
Industrial production across the Eurozone is diverging sharply. Germany's factory output shrank 0.4% in April while Spain's rose 1.2%. Lucas and Luna dig into why—from energy costs and supply chains to fiscal policy and the green transition—and what this north-south split means for ECB policy and the single currency. They reference the latest trade-weighted dollar index and the euro's recent dip to $1.15 as context for competitiveness shifts. A focused look at how the old 'core vs. periphery' narrative is being rewritten.
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