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 MarketsHow the ECB Rate Hike Is Splitting European Bond Markets
The European Central Bank surprised markets with a rate hike on June 11, 2026, its first since 2023, as the Iran conflict drives up energy costs. In this…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How the ECB Rate Hike Is Reshaping Southern European Bonds
The European Central Bank surprised markets on June 11 by hiking rates for the first time since 2023, citing a surge in energy costs linked to the Iran…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Bond Markets Are Splitting on Energy Shock
Episode 48 of The European Economy Podcast with Fexingo. In the wake of the ECB's surprise rate hike on June 11th—the first since 2023—hosts Lucas and…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Green Bonds Are Outperforming in 2026
In this episode, Lucas and Luna dive into the surprising surge of euro-denominated green bonds, which have returned 7.2% year-to-date, outpacing conventional…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Services Inflation Is Running Hot in 2026
In this episode, Lucas and Luna dive into why services inflation in the Eurozone remains stubbornly high at 4.5% year-over-year, even as energy prices have…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How the ECB Surprise Rate Hike Reshapes Eurozone Debt
The European Central Bank just hiked rates for the first time since 2023, triggered by surging energy costs from the Iran conflict. Lucas and Luna break down…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Services Inflation Is Running Hot in 2026
The eurozone economy is splitting in two. Manufacturing has stalled, but services inflation is running at 4.5 percent, the highest in over a decade. Lucas and…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Core Inflation Is Running Hot Despite Lower Energy
The ECB is about to cut rates again — but core inflation in the eurozone is running at 3.8 percent, well above target. Lucas and Luna dig into why services…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Industrial Production Is Splitting North and South
Industrial production across the Eurozone is diverging sharply. Germany's factory output shrank 0.4% in April while Spain's rose 1.2%. Lucas and Luna…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone House Prices Are Stalling Despite Strong Economy
Episode 41 of The European Economy Podcast with Fexingo examines a puzzle: Eurozone GDP is growing, unemployment is falling, yet house prices in several major…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Rental Inflation Is Accelerating in 2026
In this episode, Lucas and Luna drill into a surprising inflation pocket: rents. While headline Eurozone inflation has eased to 3.2 percent, rental costs are…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Wage Growth Is Proving Stubborn
In this episode of The European Economy Podcast, Lucas and Luna examine the surprising persistence of wage growth in the Eurozone despite slowing inflation and…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Corporate Bond Market Is Outperforming US
The Eurozone corporate bond market is seeing a surge in issuance and outperformance relative to US counterparts in 2026. Lucas and Luna break down how ECB…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe's Youth Unemployment Is Dropping Faster Than Expected
Episode 37 of The European Economy Podcast with Fexingo examines a surprising bright spot in the eurozone labor market: youth unemployment. As of May 2026, the…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Europe Digital Euro Is Changing Payments
The European Central Bank's digital euro project is moving from pilot to potential rollout, and it's not just a tech story — it's a monetary…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Productivity Growth Is Lagging the US
In this episode, Lucas and Luna dig into the widening productivity gap between the eurozone and the United States. With eurozone real GDP growing at an…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Europe's Aging Workforce Is Reshaping the Economy
Episode 34 of The European Economy Podcast examines how Europe's rapidly aging population is becoming a structural economic force, reshaping everything…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe's Services Sector Is Driving a Two-Speed Economy
Lucas and Luna examine how Europe's services sector continues to power economic growth while manufacturing struggles, creating a two-speed economy that…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe Green Bond Market Is Booming in 2026
European green bond issuance has surged past $600 billion in 2026, with France, Germany, and the EU itself leading a wave of sovereign and corporate…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Trade Surplus Is No Longer a Given
For years, the Eurozone ran a comfortable trade surplus, exporting more than it imports. But that surplus has been shrinking, and in some months, it has…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe's Food Price Index Is Hiding a Deeper Inflation Problem
Eurozone headline inflation just hit 3.2 percent, but Lucas and Luna dig into a number you haven't heard about: Europe's food price index. While…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Banks Are the Surprise Winners of Higher Rates
The conventional wisdom says rising interest rates crush bank stocks — but in the eurozone, the exact opposite is happening. Lucas and Luna dig into why the…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe Is Exporting Inflation to the Rest of the World
Lucas and Luna examine how the Eurozone's persistent 3.2% inflation is being transmitted globally through energy prices, food exports, and financial…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Inflation Is Still Sticky at 3.2 Percent
Eurozone inflation hit 3.2% in May, driven by energy costs from the Iran war. But core services inflation remains stubbornly above 4%. Lucas and Luna unpack…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Europe's Skilled Labor Shortage Is Reshaping Competition
Lucas and Luna examine Europe's deepening skilled labor shortage and how it's reshaping competition across the Eurozone. With the ECB's rate…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why the Euro Is Defying Its Old Weakness Reputation
The euro has been quietly strengthening this year, even as the Eurozone economy grows at a modest 1.6 percent and energy prices remain elevated due to the Iran…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe's Defense Budget Surge Is Reshaping the Eurozone Economy
With the Iran war driving European defense spending to levels not seen since the Cold War, this episode examines how the military buildup is becoming a…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe's Consumer Confidence Is Bouncing Back
Eurozone consumer confidence has risen for four consecutive months, hitting its highest level since early 2022. Lucas and Luna drill into the specific drivers…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Services Inflation Is Sticking Around
The ECB has cut rates three times in 2026, but services inflation remains stubbornly above 4 percent. Lucas and Luna drill into why — from the hotel price…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Core Inflation Is Proving Stubborn
Lucas and Luna dig into the latest Eurozone inflation data for May 2026, which shows core inflation stuck at 3.3% despite a broader economic slowdown. They…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe's Housing Market Is Ignoring the ECB
In this episode, Lucas and Luna explore a puzzling disconnect: while the ECB has kept rates elevated to cool inflation, European housing prices in countries…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe's Pension Funds Are Betting Big on Private Credit
Europe's pension funds are quietly shifting billions from public bonds into private credit — a structural change that could reshape the continent's…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why the Euro is Quietly Becoming a Safe Haven Currency
Episode 18 of The European Economy Podcast. Lucas and Luna examine a surprising trend: the euro is trading flat against the dollar despite persistent energy…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe's Corporate Bond Market Is Overtaking Banks
Lucas and Luna unpack a quiet revolution in European finance: corporate bond issuance has surpassed new bank lending for the first time in the eurozone's…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Spain Is Becoming the Eurozone's Unexpected Growth Engine
For years, the narrative about the Eurozone has been that Germany drives growth and southern Europe lags. But that story is flipping. In this episode, Lucas…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How the Iran War Is Reshaping European Energy Policy
The Iran war has forced Europe to rethink energy reliance faster than any policy debate could. We look at a specific number: the 20 percent drop in Russian gas…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe Is the Surprise Equity Leader of 2026
Lucas and Luna explore why European equities are handily outperforming US stocks in May 2026, with broad-based ETF gains of 3-5% in a single week. They drill…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Europe's ETF Boom Hides a Liquidity Risk
European equity ETFs have been on a tear, with the VGK up over 3% in the last five days alone. But beneath the surface, a structural shift is happening: the…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why the Euro Is Falling as European Stocks Rally
European stocks are posting solid gains in late May 2026, with the VGK ETF up 1.5% over five days, yet the euro is sliding against the dollar — dropping from…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Southern European Bonds Are Suddenly a Safe Haven
For decades, investors treated Italian and Spanish government bonds as the eurozone's riskiest bets—higher yields for higher default risk. But something…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Europe's Hidden Growth Engine Isnt Germany Anymore
For years, Germany was the engine of European growth. But in 2026, a quieter shift is underway. While the German economy struggles with energy costs and China…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
The European Trade Route Through the Suez Reroute
Lucas and Luna dig into a quiet but growing shift in European trade logistics: the re-routing of container ships around the Cape of Good Hope to avoid…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How the Iran War Is Reshaping Eurozone Energy Policy
The Iran war is sending shockwaves through global energy markets, and the eurozone is scrambling to adapt. In this episode, Lucas and Luna break down how the…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
The Eurozone Trade Shock No One Is Talking About
With Iran war rattling energy markets and Putin-Xi talks reviving a stalled Russian gas pipeline, the eurozone faces a new external trade shock that most…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Eurozone Inflation Is Sticky Where the ECB Cant Reach
Eurozone headline inflation has cooled — but core services inflation in France and Spain is running above 4 percent. Lucas and Luna examine why the ECB's…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why European Small Caps Are Surging While Economies Stutter
Lucas and Luna dig into an overlooked story in European markets: small-cap stocks are outperforming large caps by a wide margin this spring, even as Eurozone…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
German Export Machine Runs on China Risk
German exports hit $1.9 trillion in 2025, but almost 8 percent still goes to China — and that number is down from 2022. Lucas and Luna examine how…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Eurozone Growth Divergence Worsens as ECB Faces Hard Choices
Lucas and Luna dig into the widening gap between Eurozone core economies and the periphery, using fresh May 21 data on VGK and country-specific ETFs like EWG…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Europe Stocks Outperform as Dollar Weakens on Rate Divergence
Eurozone equities are quietly outperforming US markets in May 2026, even as a resurgent dollar and hawkish Fed chatter dominate headlines. Lucas and Luna…
- The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
The Fed Is Hiking Again What That Means for Europe
In the debut episode of The European Economy Podcast, Lucas and Luna tackle the most pressing question for Eurozone markets: the Federal Reserve is widely…