Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Italian Stocks Outperform German Peers
In this episode of The European Economy Podcast, Lucas and Luna examine the surprising divergence in Eurozone equity markets as of June 2026. While German and French ETFs have slipped over the past week, Italian and Spanish funds are up. They drill into the data: Italy's FTSE MIB has rallied 18% year-to-date, outpacing the Euro Stoxx 50 by over 10 percentage points. The key driver is a structural shift in Southern European banking profitability, thanks to higher net interest margins and lower exposure to export-dependent manufacturing. With the ECB holding rates at 3.75% and the euro…
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