European Market Brief
European Market Brief
Podcast Description
The European Market Brief discusses current activity across a broad spectrum of Eurex products (e.g. EURO STOXX®, VSTOXX®, DAX®, Euro-Bund, Euro-Bobl, Euro-Schatz derivatives, etc.). We look at trading activity across Eurex’s options and futures products. The program also features special guests discussing the unique developments in each respective market.
Podcast Insights
Content Themes
Focuses on European financial markets, delving into Eurex products with episodes covering topics like the performance of EURO STOXX and VSTOXX, trading strategies for DAX derivatives, and the implications of Euro-Bund movements, aiming to keep listeners updated on evolving market trends.
The European Market Brief discusses current activity across a broad spectrum of Eurex products (e.g. EURO STOXX®, VSTOXX®, DAX®, Euro-Bund, Euro-Bobl, Euro-Schatz derivatives, etc.). We look at trading activity across Eurex’s options and futures products. The program also features special guests discussing the unique developments in each respective market.
The trading day doesn’t start when the opening bell rings. In this inaugural episode of 2026, Mark Longo is joined by a powerhouse panel to dissect a wild 2025 and forecast the trends shaping the European derivatives landscape in the year ahead.
Inside This Episode:
2025 Retrospective: Why European financials and defense sectors outperformed the US mega-cap tech narrative.
The Defense Boom: A look at the unprecedented returns in European defense indices (some up nearly 100%) and whether the momentum can survive potential geopolitical shifts.
Banking on Europe: Why the STOXX Europe 600 Banks index returned a staggering 76% in 2025 and how the diversification of European mega-caps offers a unique play compared to US financials.
Volatility Outlook: Russell Rhoads breaks down the VIX vs. VSTOXX and explains why the US remains the primary source of global “anticipatory” volatility.
New Product Alert: Sophie Granchi (Eurex) discusses the shift toward Industry Futures and the demand for thematic trading in a de-globalizing world.
The Red Phone: Listener Q&A
The panel answers your burning questions on:
Relative Value Trades: How to play the narrow calendar spreads in VSTOXX vs. the wider spreads in VIX.
Institutional Rotation: Is the heavy volume in European Bank futures a “higher for longer” play or a flight from US markets?
The Divergence Myth: Is the gap between the S&P 500 and STOXX cyclical or a permanent shift in global equity performance?
Featured Guests:
Mark Longo: Founder & CEO, The Options Insider Media Group
Russell Rhoads: Kelly School of Business, Indiana University (a.k.a. Dr. VSTOXX)
Sophie Granchi Head of Equity & Index Sales (EMEA), Eurex
Arun Singhal: Global Head of Index Product Management, STOXX
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