Why Europe ETFs Are Surging While US Stocks Cool Off

Lucas and Luna dig into a surprising divergence in mid-2026: while US job growth slows and the labor force participation rate hits a 50-year low, European equity ETFs like EWG, FEZ, and EWU are up 3-4% in a single week. They trace the story to three drivers: a stabilizing euro, cheap valuations relative to the S&P 500, and a quiet rotation out of overpriced US tech into European industrials and financials. Specific numbers include the VGK ETF's 2.5% weekly gain, Germany's DAX hitting new highs, and the US adding just 57,000 jobs in June. The conversation also touches on why this rotation might have legs — and what could derail it. #EuropeanETFs #USJobsSlowdown #EquityRotation #VGK #EWG #FEZ #DAX #LaborForceParticipation #FederalReserve #EuropeanCentralBank #Euro #ValueStocks #Industrials #Financials #GlobalMarkets #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo