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 Eurozone Business Formation Is Surging Amid Economic Gloom
Episode 110 of The European Economy Podcast explores a surprising trend: despite weak GDP growth, high rates, and political uncertainty, business formation…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Tourism Is Booming While Hotels Struggle
Lucas and Luna dig into the paradox of Eurozone tourism in mid-2026: visitor numbers are up across Southern Europe, but hotel occupancy rates and revenue per…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Car Makers Are Moving Production to the US
Episode 108 of The European Economy Podcast digs into a quiet exodus: European automakers are shifting final assembly lines to the United States. Hosts Lucas…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Renters Are Losing the Housing Battle
In episode 107 of The European Economy Podcast, Lucas and Luna examine the growing crisis of rental affordability across the Eurozone. With new data from the…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Rents Are Decoupling From Inflation
In Episode 106 of The European Economy Podcast, Lucas and Luna examine a striking divergence: while Eurozone headline inflation has fallen from its 2022 peak…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Trade Surplus Masks a Deep Industrial Weakness
The Eurozone just posted another trade surplus, but look under the hood and the picture is unsettling. Lucas and Luna drill into the July 2026 data – German…
- 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…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Hotel Prices Are Surging Despite Slowing Tourism Demand
As the Eurozone economy shows mixed signals—GDP growth of 2.1 percent but a cooling labor market—one sector is defying expectations: hospitality. In this…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Labor Costs Are Rising While Jobs Stall
Lucas and Luna examine a puzzling disconnect in the Eurozone economy: nominal labor costs per hour are rising at their fastest pace in over two decades, yet…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Sovereign Spreads Are Widening Again
Eurozone sovereign bond spreads have widened to levels not seen since the 2012 debt crisis, with Italian yields climbing 80 basis points above German bunds in…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Productivity Growth Is Stalling Behind the US
In the 100th episode of The European Economy Podcast, Lucas and Luna dive into the Eurozone's persistent productivity growth gap with the United States…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
The Quiet Crisis in Eurozone Construction Output
Episode 99 of The European Economy Podcast digs into a surprising weak spot in the Eurozone recovery: construction output. Despite rising home prices and ECB…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
The Hidden Cost of Eurozone Climate Policy
Episode 98 of The European Economy Podcast examines how Eurozone climate regulations are creating a hidden competitiveness gap. Lucas and Luna unpack why…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Bank Lending Is Freezing Despite Rate Cuts
Episode 97 drills into a baffling disconnect: the ECB has cut rates twice since June 2025, yet eurozone bank lending to non-financial corporations contracted…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why the Strong Dollar Is Crushing Eurozone Bond Markets
Lucas and Luna dissect a striking anomaly: the U.S. dollar has weakened slightly to 1.14 per euro, yet Eurozone government bond yields are diverging…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Small Caps Are Suddenly Beating Large Caps
Episode 95 of The European Economy Podcast. Lucas and Luna unpack a surprising rotation underway in Eurozone equities: small-cap stocks are outperforming large…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe's Job Market Is Splitting in Half
This episode of The European Economy Podcast examines the growing divergence in Europe's labor market. With the US posting a shockingly low 57,000 jobs in…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Home Prices Are Rising Despite Rate Cuts
In episode 93 of The European Economy Podcast, Lucas and Luna examine a puzzle: despite the ECB cutting rates aggressively in 2026, home prices across the…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Banks Are Raising Loan Rates Despite ECB Cuts
Episode 92 of The European Economy Podcast examines a puzzling disconnect: the ECB has cut its key rate twice since June 2025, yet Eurozone banks are raising…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Consumer Confidence Is Recovering Unevenly
In this episode of The European Economy Podcast, Lucas and Luna examine the uneven recovery in Eurozone consumer confidence as of July 2026. They focus on the…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Rate Cuts Are Not Helping Small Business
The ECB cut rates again in June. Yet business lending to small and medium enterprises across the eurozone is actually shrinking. In this episode, Lucas and…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why European Defense Stocks Are Outperforming the Broader Market
Episode 89 of The European Economy Podcast explores a striking divergence in the Eurozone equity market: while the broader European stock indexes like VGK…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe Cant Quit Chinese Air Conditioners
The Eurozone imports more air conditioners from China than ever before, even as EU policymakers push for 'de-risking' and trade rebalancing. In…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Imports From China Are Masking a Deeper Trade Imbalance
Europe says it wants to rebalance trade with Beijing, but in 2026 it still can't quit Chinese air conditioners and other manufactured goods. Lucas and…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Bond Yields Are Splitting the Currency Bloc
In this episode, Lucas and Luna examine the growing divergence in Eurozone government bond yields as of July 2026. German ten-year Bunds hover near 2.9…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Retail Sales Reveal a Two-Speed Consumer
In this episode of The European Economy Podcast, Lucas and Luna unpack the growing divergence in Eurozone retail sales between Southern Europe and the core…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Bond Market Anomalies Signal Investor Distress
In this episode, Lucas and Luna examine the widening spread between French and German 10-year government bond yields, now at 82 basis points, the highest since…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Dividend Stocks Are Defying Export Slowdown
Eurozone exports are stalling, but dividend stocks are surging. Lucas and Luna examine the data behind the divergence: VGK up 1% in a week while Germany's…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Southern European REITs Are Outperforming the Core
Europe's property markets are diverging hard in 2026. While German commercial real estate still faces headwinds from rising vacancies and repricing…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Labor Costs Are Undermining the Recovery
Lucas and Luna examine a quietly alarming trend in the Eurozone: labor costs per hour rose 5.6% year-over-year in Q1 2026, far outpacing productivity gains…
- 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…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Trade Ties Are Shifting After the Hormuz Deal
Lucas and Luna examine how last week's U.S.-Iran deal and the fragile Strait of Hormuz reopening are reshaping trade dynamics for the Eurozone. With the…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Fiscal Rules Are Colliding with Defense Spending
Episode 78 of The European Economy Podcast examines the growing tension between the EU's strict fiscal rules and the urgent need for higher defense…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How the Strong Dollar Is Splitting Eurozone Exporters
The strong dollar is reshaping Eurozone trade in unexpected ways. While German exporters struggle with a weak euro that raises import costs, southern European…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How European ETFs Are Being Hammered by a Strong Dollar
In this episode of The European Economy Podcast, Lucas and Luna examine the sharp selloff in European equity ETFs during late June 2026. With the VGK down 1.3%…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How the Euro Is Quietly Undermining German Exports
Episode 75 of The European Economy Podcast with Fexingo examines an overlooked cost of the euro's recent weakness: while a weaker euro should help…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Government Bond Yields Are Decoupling in 2026
Episode 74 of The European Economy Podcast with Fexingo examines the growing divergence in Eurozone government bond yields, with German bunds and Italian BTPs…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why the Eurozone Economy Is Exposing Its Fragility in 2026
In this episode, Lucas and Luna examine a subtle but worrying signal from the Eurozone's equity ETF data for late June 2026. While headline GDP growth has…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Factory Output Divergence Is Reshaping Investment
In this episode of The European Economy Podcast, Lucas and Luna dig into the sharp divergence in Eurozone factory output—why Germany's industrial…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Spain Outperforms Germany in Eurozone Factory Output
In this episode of The European Economy Podcast, Lucas and Luna examine the widening divide in Eurozone factory output, using June 2026 data showing Spanish…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Factory Output Is Diverging Sharply in 2026
Eurozone manufacturing is splitting into two speeds. Germany's factory output is contracting at its fastest pace since 2020, while Spain and Italy are…
- 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…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Italian Stocks Outperform German Peers
In this episode of The European Economy Podcast, Lucas and Luna examine the surprising divergence in Eurozone equity markets as of June 2026. While German and…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Tourism Is Reshaping Southern Economies
In episode 67 of The European Economy Podcast, Lucas and Luna explore how the post-pandemic tourism boom is structurally reshaping southern Eurozone economies…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Hotel Prices Are Driving Services Inflation
Eurozone services inflation hit 5.2% in May 2026 — and a surprising share of that comes from hotels and package holidays. Lucas and Luna dig into the latest…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Service Trade Surplus Is Reshaping Competiveness
Lucas and Luna dive into a quiet but powerful shift in the Eurozone economy: the rising services trade surplus, now at €45 billion for 2026. They explore how…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone House Prices Are Rebounding Faster Than Expected
Eurozone house prices are defying expectations with a faster-than-anticipated rebound in 2026. In this episode, Lucas and Luna examine the drivers behind the…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Services Trade Is Reshaping Competitiveness in 2026
In this episode, Lucas and Luna examine a surprisingly powerful driver of Eurozone economic divergence: the cross-border trade in services. While goods trade…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Services Inflation Is Ripping Apart
In this episode of The European Economy Podcast, Lucas and Luna drill into the single biggest headache for the ECB in mid-2026: services inflation. Even as…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Banks Are Lending More While Cutting Rates
In June 2026, Eurozone bank lending to businesses is growing at its fastest pace in three years, even as the ECB cuts its deposit rate. Lucas and Luna unpack…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Labour Costs Are Splitting Core and Periphery
Lucas and Luna examine a widening divergence in Eurozone labour costs as of June 2026. With German unit labour costs rising at 4.2% annually while Italian and…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Consumer Confidence Is Defying Geopolitical Fears
In this episode of The European Economy Podcast, Lucas and Luna examine the surprising resilience of Eurozone consumer confidence in June 2026 despite the Iran…
- 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…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Equity ETFs Are Surging in June 2026
In this episode of The European Economy Podcast, Lucas and Luna examine the surprising rally in Eurozone equity ETFs in mid-June 2026. With the EWQ (France) up…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Tech Stocks Are Surging in 2026
Lucas and Luna examine the surprising outperformance of Eurozone technology stocks in 2026, with the EZU ETF up nearly 5% in a week and Spanish stocks jumping…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Mergers Are Surging in 2026
Episode 55 of The European Economy Podcast examines the surprising surge in Eurozone dealmaking during a period of ECB rate hikes and geopolitical tension…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Trade Surplus Is Shrinking in 2026
Episode 54 of The European Economy Podcast examines the surprising contraction of the eurozone's trade surplus in mid-2026. Lucas and Luna break down the…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why ECB Rate Hike Is Strengthening the Euro in 2026
The ECB just hiked rates for the first time since 2023, and the euro is rallying. In this episode, Lucas and Luna break down why a rate hike tied to an energy…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How ECB Rate Hike Is Boosting Southern European Stocks
Episode 52 of The European Economy Podcast — Lucas and Luna break down a surprising market trend: since the ECB's surprise rate hike on June 11, 2026 —…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Peripheral Eurozone Bond Yields Are Decoupling from Germany
Episode 51 of The European Economy Podcast examines a powerful shift underway in Eurozone bond markets. As the ECB delivered its first rate hike since 2023 on…