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Why Eurozone Trade Surplus Masks a Deep Industrial Weakness
Episode 113 of The European Economy Podcast. Lucas and Luna examine why the Eurozone's trade surplus is at a record high while industrial production stagnates. They break down the divergence between services exports and goods exports, the impact of a strong dollar on European competitiveness, and why the trade surplus is a misleading indicator of economic health. With specific data on German auto exports, French aerospace, and Italian machinery, they explain how the surplus is concentrated in a shrinking number of sectors. A must-listen for anyone following continental markets…
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