Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Corporate Bond Market Is Outperforming US
The Eurozone corporate bond market is seeing a surge in issuance and outperformance relative to US counterparts in 2026. Lucas and Luna break down how ECB policy divergence, a stronger euro at $1.17, and a shift in investor demand for higher-quality European credits are driving the trend. They examine the role of the ECB's secondary-market purchases, the impact of the US dollar trade-weighted index slipping to 118.9, and why European banks are leading the charge with record bond deals. Specific data points include the VGK ETF down 1.6% over five days while European credit spreads…
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