Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Exporters Are Losing Pricing Power
The euro has strengthened 6% against the dollar since April, and Eurozone exporters are feeling the squeeze. This episode examines how companies from German automakers to French luxury goods firms are absorbing margin compression rather than passing costs to customers. Lucas and Luna dig into trade-weighted exchange rates, the ECB's tricky policy position, and why export orders are weakening even as global demand holds up. Featuring a look at the Vanguard FTSE Europe ETF (VGK) down 1.4% this week and contrasting strategies from industrial versus services exporters.
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