Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Logistics Is Splitting Nearshoring from Offshoring
European supply chains are fracturing. In this episode, Lucas and Luna examine a quiet but powerful realignment: Eurozone companies are simultaneously nearshoring production to Eastern Europe and offshoring low-cost assembly to Southeast Asia — two contradictory strategies driven by the same risk. Using the Vanguard FTSE Europe ETF (VGK) as a proxy for sentiment, they explore how Germany's automotive suppliers are opening plants in Poland and Vietnam in the same quarter, why the ECB's rate path is caught between services inflation and Hormuz risk, and how logistics data from the…
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