Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe's Public Investment Picks Up the ECB's Slack
As the ECB steps back from crisis-era stimulus, Europe's governments are quietly stepping in. In this episode, Lucas and Luna explore how public investment is filling the demand gap left by tighter monetary policy. They unpack the latest numbers: euro-area GDP growth slowing to 1.5 percent annualised, the euro holding at 1.17 against the dollar, and a trade-weighted dollar index drifting down. They look at Germany's constitutional debt brake debate, France's budget arithmetic, and the European Commission's new joint investment vehicle. Is this a coordinated fiscal push or…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.