Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why European Small Caps Are Surging While Economies Stutter
Lucas and Luna dig into an overlooked story in European markets: small-cap stocks are outperforming large caps by a wide margin this spring, even as Eurozone GDP growth remains tepid. They examine why investors are rotating into smaller companies, how the ECB's rate pause is fueling the move, and what the VGK's recent 1.8% weekly gain says about risk appetite. Using real ETF data from May 22, 2026, they contrast the broad European rally with a surprising divergence between German and Italian index performance. Lucas explains the structural case for small caps in a low-growth…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.