Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Inflation Divergence Is Forcing Uneven Policy
Episode 58 of The European Economy Podcast: Lucas and Luna dig into an under-covered story shaping European markets in June 2026: the widening gap in inflation rates across Eurozone countries. With German headline inflation at 2.1% and Spanish at 3.8%, the one-size-fits-all ECB policy is showing strain. They examine the role of energy subsidies expiring, services inflation stickiness, and what this means for bonds. The VGK is up 0.7% in five days, but Spanish stocks (EWP) have surged 3.7% — a sign markets are betting on a slower pace from the ECB. Lucas explains why Portugal and Italy are…
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