Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Trade Ties Are Shifting After the Hormuz Deal
The Strait of Hormuz deal signed a week ago was supposed to calm shipping lanes. Instead, a new attack under the peace deal has shattered confidence. Lucas and Luna break down how the Eurozone's trade exposure to the Middle East is reshaping supply chains, why German industrial stocks are getting hammered, and what the fragile recovery means for European ETF investors. With fresh data on VGK and EZU ETF performance, they explore whether the Eurozone's manufacturing rebound can survive another disruption. A must-listen for anyone tracking European markets in 2026.
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The skinny
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