Summaries
- 9 September 2026European government bond yields look set to push higher, with published research broadly aligned on an imminent ECB rate hike and energy-driven inflation keeping upward pressure on eurozone debt.
- 8 September 2026European government bonds are under pressure, with most published research pointing to higher yields ahead — and therefore lower bond prices.
- 2 September 2026European bond yields look set to keep climbing, according to a broad sweep of research published this week. Analysts point to three forces pushing German Bunds and Euribor swap rates higher: energy-driven inflation,…
- 1 September 2026European rates look set to keep grinding higher. Published research this week points to rising German Bund yields, EUR swap rates, ECB deposit rates, and front-end euro rates across both short and medium-term horizons.
- 31 August 2026Published research is leaning firmly toward higher European bond yields, with an increasingly hawkish ECB as the main catalyst — though the call hinges on the next round of inflation data.
- 30 August 2026European bond yields kept grinding higher this week, with the long end under particular strain from supply, fiscal worries, and a still-hawkish ECB.
- 28 August 2026Today's European bond research skews bearish on German Bunds — one published view argues 10-year Bund yields keep grinding higher, with Bund prices under sustained pressure.
- 27 August 2026European rates look set to grind higher, according to a growing body of published research pointing to hawkish central bank signalling and unresolved fiscal risks across the bloc.
- 26 August 2026European sovereign yields look set to keep pushing higher, according to research published this week — with long-dated German Bunds and French OATs already at multi-year peaks that spell pressure on bond prices.
- 25 August 2026European sovereign yields look set to drift lower in the near term, even as one more ECB hike may still be coming — that's the split emerging across recently published research.
- 24 August 2026European government bond yields face broad upward pressure, with the France-Germany spread emerging as the key stress point to watch.
- 21 August 2026European rates research is lining up around one message this week: yields are heading higher and policy is set to stay tight.
- 20 August 2026European bond research is converging on a striking split: sovereign yields grinding higher, but high-quality corporate credit looking increasingly attractive.
- 19 August 2026France is emerging as the pressure point in European sovereign debt, according to research published this week.
- 18 August 2026European sovereign yields look set to keep grinding higher, according to the bulk of research published this week — with almost no dissent on direction across Bunds, French OATs, and the broader eurozone curve.
- 17 August 2026European bond prices face pressure from multiple directions, and published research this week is unusually aligned on the downside risk.
- 14 August 2026Published research this week points in one direction on European bonds: yields are heading higher.
- 13 August 2026European government bond yields look set to grind higher, according to a cluster of recently published research — with German Bunds flagged as the clearest directional call in the region.
- 11 August 2026European bond research this week converges on one clear call: French debt looks vulnerable versus German Bunds, with the France-Germany 10-year spread likely to widen further into autumn.
- 10 August 2026European government bond yields look set to keep drifting higher, according to research published this week — and there's little relief on offer across the region's fixed income complex.
- 9 August 2026Euro rates researchers leaned decisively hawkish this week, with most published views pointing to higher yields near-term and at least one more ECB hike priced in.
- 7 August 2026European bond yields look set to keep grinding higher, according to the published research consensus this week. No meaningful case for falling yields showed up in today's analysis.
- 6 August 2026European bond research is leaning cautiously bearish — but there's a real split under the surface.
- 5 August 2026Published research is turning decisively bearish on European sovereign bonds — with yields expected to grind higher and gaps between stronger and weaker member states widening.
- 4 August 2026Published research this week points to a steeper euro-area yield curve as the base case, contingent on the ECB delivering one final hike in September and then pausing.
- 3 August 2026Published research this week leans toward near-term upward pressure on euro-area interest rates, with a September ECB hike treated as close to a done deal.
- 2 August 2026European bond markets spent the week repricing for an ECB back in tightening mode, with September now seen as near-certain for a hike.
- 31 July 2026European government bond yields have further to climb, according to recent published research — and that's bad news for bond prices across the continent.
- 30 July 2026European bond yields are biased higher, with published research pointing to a near-certain ECB rate hike in September as the catalyst.
- 29 July 2026European rates are getting a two-track read this week: softer near-term, but vulnerable to a Fed surprise.