Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Retail Investors Are Dumping Local Stocks for US ETFs
Eurozone retail investors have been selling domestic equities and piling into US ETFs at a record pace. In this episode, Lucas and Luna unpack the data behind the shift: why German and French households are fleeing their home markets, how the trade-weighted dollar and a 1.14 EUR/USD exchange rate amplify the trend, and what it means for European capital markets union. They cite a 47 billion euro outflow from eurozone equity funds in the first half of 2026, and discuss whether this is a rational portfolio move or a structural vote of no confidence in the continent's economic model…
The skinny
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