The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets

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 GDP growth remains tepid. They examine why investors are rotating into smaller companies, how the ECB's rate pause is fueling the move, and what the VGK's recent 1.8% weekly gain says about risk appetite. Using real ETF data from May 22, 2026...

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 Europe's largest economy is rebalancing its trade exposure as geopolitical tensions mount. With VGK up 3.5 percent in the last five days and the euro slipping to 1.16 against the dollar, they ask whether the diversification is real or just window dressi...

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, EWU, and EWI. They discuss how Germany's industrial stagnation contrasts with Spain's services-driven expansion, and what that means for ECB policy ahead of the July meeting. With the US dollar at 119.3 on the trade-weighted index and EUR/US...

Eurozone equities are quietly outperforming US markets in May 2026, even as a resurgent dollar and hawkish Fed chatter dominate headlines. Lucas and Luna unpack the divergence: the dollar index is at 119.3, up nearly 5% year-to-date, yet European ETFs like VGK and EZU are posting solid gains. They drill into the mechanics — a weaker euro boosts export earnings for German and French industrials, wh...

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 expected to raise interest rates in July—and the ripple effects are already hitting European stocks and bonds. With the euro near $1.16, trade tensions simmering, and a new Fed chair set to be sworn in, Lucas breaks down why a 50-basis-point hik...