Shows / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Lucas and Luna analyze the European Central Bank's latest monetary policy decisions and their ripple effects across Eurozone sovereign debt markets, corporate borrowing costs, and continental equity indices. Each episode opens with a precise recap of the week's key ECB communications—rate decisions, forward guidance shifts, and inflation projections—then traces how those signals transmit through real-economy channels: German Bund yields, Italian BTP spreads, French CAC 40 sectors, and the…
Episodes
The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental MarketsWhy Europe's Housing Crisis Is the ECB's Blind Spot
In Episode 170 of The European Economy Podcast, Lucas and Luna tackle a puzzle the ECB keeps dancing around: why housing costs across the eurozone keep…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Eurozone Rental Markets Are Pricing Out Young Workers
On this episode of The European Economy Podcast, Lucas and Luna examine how the eurozone's rental housing crunch is reshaping labor mobility and wage…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Banks Are Hoarding Cash Again
Eurozone banks are piling up cash with the ECB despite negative rates. Lucas and Luna examine the forces behind this paradox, from the tail end of TLTRO…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why the Euro Is Flat While European Stocks Climb
In this episode of The European Economy Podcast, Lucas and Luna explore a curious disconnect: European equities have been grinding higher this month while the…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Europe's Services Deficit Is Quietly Closing
While everyone watches goods exports, Europe's services trade has quietly turned a corner. In this episode, Lucas and Luna unpack the latest eurozone data…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Services Inflation Is the ECB's Next Test
The European Central Bank is facing a fresh challenge: services inflation across the eurozone is proving stubbornly sticky, even as energy prices cool and…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Services Trade Is Beating Expectations
In this episode of The European Economy Podcast, Lucas and Luna explore a surprising bright spot in the eurozone economy: services exports. While manufacturing…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Europe's Hidden Export Strength in Services
While goods trade grabs headlines, Europe's services exports are quietly becoming a powerhouse. In this episode, Lucas and Luna explore how the eurozone…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe's Sticky Services Inflation Is the ECB's Real Test
In this episode, Lucas and Luna dig into Europe's stubborn services inflation and what it means for the European Central Bank's next moves. With…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Lettuce Prices Crash as Cyclospora Scares Consumers
In this episode of The European Economy Podcast, Lucas and Luna dig into an unexpected market shock: a record-setting plunge in lettuce prices driven by a…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Wage Growth Is the ECB's Next Headache
In this episode, Lucas and Luna dig into the eurozone's wage-price spiral puzzle. With inflation still sticky and the ECB caught between rate cuts and…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe Is Quietly Winning the Export Race
Eurozone exporters are thriving even with a flat euro. In this episode, Lucas and Luna dig into the surprising mechanics behind Europe's export strength…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Inflation Is Stubbornly Sticky
In this episode of The European Economy Podcast, Lucas and Luna dig into a puzzle that has the ECB scratching its head: even as the eurozone economy cools and…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Wage Growth Is the ECB's Next Headache
In this episode of The European Economy Podcast, Lucas and Luna unpack the surprising resilience of Eurozone wage growth despite cooling inflation and a softer…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Exports Thrive Despite a Stalling Euro
As the euro holds flat against the dollar at 1.16, Eurozone exporters are quietly winning. In this episode, Lucas and Luna unpack the structural shifts behind…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Bank Lending Is Rebounding
After months of deposit outflows and a cautious ECB, eurozone bank lending is finally picking up. In this episode, Lucas and Luna dig into the numbers behind…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Banks Are Exposed to a US Slowdown
As the US labor market cools and an inflation report looms, the eurozone finds itself tied to the Federal Reserve's next move. In this episode, Lucas and…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Eurozone Firms Rethink River Supply Chains Amid Drought
As Europe's rivers dry up again, Lucas and Luna explore how companies are shifting logistics from water to rail and road, and why this could reshape…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Eurozone Drought and the Hidden Cost of River Logistics
Extreme drought is disrupting Europe's river networks, with the Rhine at critically low levels and barge traffic curtailed. Lucas and Luna unpack the…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Defense Stocks Are Outperforming
While Europe's economy grinds through a drought and sluggish growth, its defense sector is quietly outperforming. Lucas and Luna break down the numbers…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Eurozone Stocks Rally While the Euro Stays Flat
In this episode, Lucas and Luna explore a quiet but striking divergence: eurozone equities are climbing — the broad Vanguard fund is up 1.9 percent in five…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Banks Are Hoarding Cash
In this episode of The European Economy Podcast, Lucas and Luna examine a striking paradox: despite a strong eurozone stock rally, banks are quietly hoarding…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Drought Is Draining the Rhine Economy
Europe's rivers are running dry again, and this time it's not just about barges. In episode 148 of The European Economy Podcast, Lucas and Luna dig…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Defense Stocks Are Outperforming
In this episode, Lucas and Luna explain why European defense stocks have become the continent's hottest trade in the summer of 2026. With the VGK ETF up…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Stocks Are Outperforming US Peers
In this episode of The European Economy Podcast, Lucas and Luna dive into why eurozone equities have been outperforming their US counterparts over the past…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Bank Deposits Are Fleeing to Money Market Funds
In episode 145 of The European Economy Podcast, Lucas and Luna examine a quiet but powerful shift in the Eurozone: households and corporates are moving cash…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Banks Are Sitting on Unrealized Bond Losses
The eurozone banking sector is quietly carrying hundreds of billions in unrealized losses on bond portfolios, a legacy of the era of negative rates and…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Eurozone Stocks Draw Global Investors Amid Fed Division
This episode examines why global capital is flowing into Eurozone equities as the Federal Reserve's internal divisions create uncertainty in US markets…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why German and British Markets Are Leaving Southern Europe Behind
Lucas and Luna examine the widening performance gap within European stock markets. Using the latest ETF data from July 2026, they show how Germany's EWG…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why German Stocks Are Outpacing the Eurozone
Germany's stock market surged 3.5% in the past week, more than double the broader Eurozone gain. Hosts Lucas and Luna break down the three forces driving…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Oil and Chinese Imports Are Stalling ECB Rate Cuts
Eurozone GDP just hit 2.1 percent annualized, but two external shocks are giving ECB policymakers pause: import prices from China are at their highest since…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Growth Suddenly Accelerated to 2.1 Percent
The eurozone's real GDP growth has rocketed from an annualized 0.5 percent to 2.1 percent in the latest data—the largest acceleration in years. But…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Spain Is Reshaping the Eurozone North-South Divide
Spain's economy is surging again — the Spanish equity ETF is up 2.1% in the past five days, outpacing Germany and France. But this outperformance is…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Spain Is Outperforming the Rest of the Eurozone
Spain's economy is surging ahead of its eurozone peers. The iShares Spain ETF (EWP) rose 1.7% in the past five days, while Germany and France barely…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Eurozone Firms Stockpile as Trade War Fears Grow
European companies are building inventory buffers at the fastest pace since 2018, driven by rising import costs from China—now at their highest since 2008—and…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Eurozone GDP Surprise Defies Trade Headwinds
The Eurozone economy posted an unexpected acceleration in early 2026, with annualised real GDP growth jumping to 2.1 percent from 0.5 percent. Lucas and Luna…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why the Euro Holds Steady While the Dollar Strengthens
The US dollar index is climbing above 120, yet the euro is stubbornly stuck around 1.14. Lucas and Luna unpack the forces keeping the euro resilient: a massive…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Manufacturers Are Squeezed by Chinese Input Costs
A new data point from July 2026: US import prices from China hit their highest level since 2008. For Eurozone manufacturers that rely on Chinese components and…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Energy Consumers Are Trapped in a Dollar Debt Spiral
Lucas and Luna examine how Eurozone manufacturers and energy utilities are being squeezed by a double whammy: the strong dollar is making their…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Factories Are Trapped in a Dollar Debt Squeeze
Eurozone manufacturers borrowed heavily in US dollars when rates were near zero, betting on cheap funding and stable exchange rates. Now the dollar index sits…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Eurozone Residential Solar Is Crushing Grid Power Prices
Episode 130 of the European Economy Podcast: Why rooftop solar in Germany, Spain, and the Netherlands is pushing daytime wholesale electricity prices into…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Eurozone Private Credit Is Reshaping Corporate Lending
Lucas and Luna examine how private credit has grown from a niche funding source into a mainstream alternative to bank loans in the Eurozone. They discuss the…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Office Debt Is Hiding in Plain Sight
In this episode of The European Economy Podcast, Lucas and Luna explore a surprising pocket of risk in Eurozone commercial real estate: the office segment…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Venture Debt Is Filling the Startup Funding Gap
European startups have a funding problem. Traditional banks aren't lending, and venture capital is pulling back. But a quieter market is stepping in…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Defense Stocks Are Breaking From EU Budgets
European defense stocks have been on a tear since 2022, but a new pattern is emerging: the best performers are no longer the ones with the biggest government…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Insurers Are Betting on Infrastructure Bonds
Episode 125 of The European Economy Podcast: Lucas and Luna explore a quiet shift in Eurozone insurance company asset allocation. With bond yields still…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Startups Are Skirting Bank Funding for Private Credit
Episode 124: Lucas and Luna examine why European startups are increasingly turning to private credit funds instead of traditional banks. With the ECB holding…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Logistics Is Splitting Nearshoring from Offshoring
European supply chains are fracturing. In this episode, Lucas and Luna examine a quiet but powerful realignment: Eurozone companies are simultaneously…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Eurozone Banks Are Hoarding Reserves Instead of Lending
New ECB data shows eurozone banks are parking record excess reserves at the central bank rather than lending to businesses. With the ECB's deposit…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Bond Yields Are Falling Despite Sticky Services Inflation
The Eurozone is seeing a curious divergence: services inflation remains stubbornly above 4 percent, yet government bond yields are falling. Lucas and Luna…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Companies Are Borrowing in Dollars
Episode 120 of The European Economy Podcast. Lucas and Luna examine a quiet shift in corporate finance: Eurozone companies are increasingly issuing debt in US…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Trade Surplus Masks a Deep Industrial Weakness
The eurozone's trade surplus hit a record in Q2 2026 — but zoom in and the picture fractures. Lucas and Luna examine the export data: machinery sales to…
- 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 European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Cash Is Piling Up While Banks Hoard Reserves
In this episode of The European Economy Podcast, Lucas and Luna examine a puzzling disconnect in the Eurozone: despite the ECB cutting rates by 75 basis points…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Food Inflation Is Hitting Fresh Produce Hardest
Episode 116 of The European Economy Podcast digs into a surprising inflation pattern: while overall Eurozone food inflation has eased, fresh fruit and…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Healthcare Stocks Are Defying the Slowdown
While the Eurozone economy shows signs of strain—with wholesale prices unexpectedly declining in June and manufacturing weakness persisting—one sector is…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Wholesale Inflation Is Going Negative
Episode 114 of The European Economy Podcast. Lucas and Luna examine why Eurozone wholesale prices unexpectedly declined 0.3% in June, driven by a sharp drop in…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Trade Surplus Masks a Deep Industrial Weakness
Episode 113 of The European Economy Podcast. Lucas and Luna examine why the Eurozone's trade surplus is at a record high while industrial production…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Consumers Are Trading Down to Private Labels
Lucas and Luna explore the quiet but powerful shift in Eurozone consumer behavior: shoppers from Paris to Milan are abandoning national brands for…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Inflation Is Sticky in Services Not Goods
Episode 111 of The European Economy Podcast with Fexingo. Lucas and Luna examine why eurozone services inflation is proving stubbornly sticky even as goods…