Why Japanese Stocks Are Surging While Europe ETFs Rally

This episode of The Global Economy Podcast explores why Japanese equities are outperforming even surging European markets in mid-2026. Lucas and Luna break down the yen carry trade unwind, Bank of Japan policy divergence, and how a 4.1% weekly gain in the German ETF reflects a broader rotation. With the trade-weighted dollar slipping to 120.9 and the yen flat at 161.7, they ask whether Japan's export machine is finally revving up again. Plus, a look at how global investors are rebalancing away from US equities into developed-market alternatives. #JapanStocks #Nikkei225 #BankOfJapan #YenCarryTrade #ECB #ChristineLagarde #EuropeanETFs #EWG #EZU #GlobalRotation #USDollar #TradeWeightedDollar #ExportEconomy #DevelopedMarkets #Economics #GlobalEconomy #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo