Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Trade Ties Are Shifting After the Hormuz Deal
Lucas and Luna examine how last week's U.S.-Iran deal and the fragile Strait of Hormuz reopening are reshaping trade dynamics for the Eurozone. With the euro dipping to $1.15 and the trade-weighted dollar index hitting 120.4, they drill into which European economies are most exposed—Germany's energy-intensive manufacturers, southern ports handling alternative routes, and the quiet decoupling of euro-area trade flows. Drawing on the latest GDP growth data (2.1% annualized) and diverging ETF performance (EWI down 3.0% in five days versus EWU flat), they explain why the Hormuz corridor…
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