Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe Is the Surprise Equity Leader of 2026
Lucas and Luna explore why European equities are handily outperforming US stocks in May 2026, with broad-based ETF gains of 3-5% in a single week. They drill into the numbers: a weaker dollar at 119 on the trade-weighted index, the euro holding at 1.16, and diverging central bank expectations. Lucas argues it's not just a rate story — it's about the Iran war's asymmetric impact on US consumer confidence (which hit a fresh record low last week) versus a Europe that has already repriced its energy shock. Luna pushes back on whether the rally can last given weak Eurozone GDP…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.