Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Eurozone Firms Stockpile as Trade War Fears Grow
European companies are building inventory buffers at the fastest pace since 2018, driven by rising import costs from China—now at their highest since 2008—and fresh uncertainty from U.S. tariff threats. With the dollar index at 120.5 and the euro near 1.14, Eurozone manufacturers face a double squeeze: paying more for dollar-denominated inputs while export markets risk disruption. Lucas and Luna examine how a major German automotive supplier is stockpiling microchips and specialty chemicals, and what this means for inflation and supply chain resilience. They also discuss why the cost of…
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