Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Dividend Stocks Are Defying Export Slowdown
In episode 69 of The European Economy Podcast, Lucas and Luna drill into a surprising pattern in mid-2026: while German and French export-oriented stocks lag, Italian and Spanish dividend-heavy indexes are outperforming. Using live data from June 23 — including the EWI ETF up 1% in five days and the EWG down 0.7% — they explore why defensive sectors like utilities and telecoms are drawing capital. They connect this to the euro's slight weakening to 1.15 per dollar and the European Central Bank's steady rate policy, which makes dividend yield more attractive. The hosts also touch on…
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