Why European Stocks Are Beating US Markets in the Second Half of 2026

Lucas and Luna dig into the surprising divergence between European and US equity markets in mid-2026. With the S&P 500 up 1.8% over the past week but European ETFs like EWG surging 4.1%, they trace the drivers: a weakening dollar, ECB rate-cut expectations, and a rotation away from US mega-cap tech. They examine how the VGK and FEZ indices are outpacing US benchmarks, and whether the rally can hold if the euro strengthens further. Plus, a look at why small-cap US stocks (the Russell 2000) are lagging, suggesting the market is betting on a slowdown at home. A focused, data-rich conversation for anyone tracking global asset allocation. #EuropeanStocks #USMarkets #GlobalEconomy #ECB #DollarWeakness #RateCuts #MarketRotation #VGK #EWG #S&P500 #Russell2000 #EquityMarkets #MonetaryPolicy #CurrencyFlows #FexingoBusiness #BusinessPodcast #Economics #Investing Keep every episode free: buymeacoffee.com/fexingo