Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Factory Output Is Diverging Sharply in 2026
Eurozone manufacturing is splitting into two speeds. Germany's factory output is contracting at its fastest pace since 2020, while Spain and Italy are seeing modest expansion. Lucas and Luna break down the data from the latest PMIs, discuss how energy costs and export demand are driving the divergence, and explore what it means for European Central Bank policy going into the second half of 2026. They also touch on the broader implications for the euro and for equities in the region.
#EurozoneManufacturing #FactoryOutput #GermanEconomy #SpanishEconomy #ItalianEconomy #PMI #ECB…
The skinny
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