Summaries
- 28 July 2026Published research this week leans constructive on German Bunds and cautious on European corporate credit.
- 27 July 2026European bond research is leaning modestly bullish — meaning most published views see yields drifting lower, with a hawkish minority pushing back.
- 24 July 2026European bond yields look set to grind higher, and published research is nearly unanimous that the ECB will hike at its September meeting.
- 23 July 2026Euro area bond yields are pushing higher, and published research is broadly aligned on why: the ECB is expected to hike its deposit rate by 25bp to 2.50% at the September meeting.
- 22 July 2026Researchers see one clear direction for European government bonds: yields grinding higher from here.
- 21 July 2026European short-term interest rates look set to keep climbing, according to a growing body of published research on the euro area.
- 20 July 2026European bond research is leaning hawkish: the consensus across recently-published views is that the ECB delivers one more 25bp hike in September, taking the deposit rate to 2.5%, with Bund yields staying elevated and…
- 19 July 2026European bond markets spent the week caught between an ECB that still leans hawkish and a growing case that yields have already priced in the tightening.
- 17 July 2026European sovereign bond yields look set to grind higher, according to the bulk of published research this week — with peripheral spreads, especially Italy and Belgium, at particular risk of widening.
- 16 July 2026Published research this week points to at least one more ECB rate hike ahead — the real debate is July versus September.
- 15 July 2026Published research this week points to lower euro area sovereign yields overall — but with an important nuance at the front end of the curve.
- 14 July 2026European bond markets are getting a split read from published research: yields broadly under pressure, but pockets of opportunity in core duration and credit.
- 13 July 2026European bond research is leaning hawkish near-term, but the long end is where the real debate sits.
- 12 July 2026European bonds sold off across the board this week, with the driving narrative shifting from "ECB easing" to "ECB may actually hike again."
- 10 July 2026European bond yields look set to grind higher, according to the bulk of this week's published research — bearish for Bund, BTP, and broader Eurozone government bond prices.
- 9 July 2026European bond yields look set to grind higher, according to research published this week, with Bunds, core euro sovereigns, and peripheral spreads all under pressure.
- 8 July 2026European rates and credit: a split picture from this week's published research.
- 7 July 2026European government bonds are under pressure, with published research this week pointing to rising yields on German Bunds, French OATs, and UK Gilts.
- 6 July 2026European bond yields look set to grind higher, according to the bulk of research crossing the desk this week.
- 5 July 2026EU Bonds Weekly: A hawkish-to-dovish tilt took hold as softer inflation reshaped ECB expectations.
- 3 July 2026European sovereign yields look set to grind higher across the curve over coming quarters, according to the current research consensus — with a steepening bias building even as the short end sends mixed signals.
- 2 July 2026European rates research is coalescing around one idea: most of the ECB's tightening is now in the price, and eurozone bonds are starting to look better value than US Treasuries.
- 1 July 2026European government bond yields look biased lower according to research published this week, with falling crude oil doing much of the work by easing near-term inflation worries.
- 30 June 2026European bond yields look set to stay elevated near-term, according to recently published research — though the consensus is far from unanimous.
- 29 June 2026European bond yields look set to drift higher over the medium term, even as a short-term Bund rally is playing out right now. That's the picture emerging from recently published research on Eurozone rates.
- 28 June 2026EU bonds spent the week torn between an ECB still flagging more hikes and a market increasingly skeptical that those hikes will land.
- 26 June 2026European sovereign bond yields look set to drift higher over the next couple of years — that's the dominant view emerging from this week's published research on Bunds, OATs, and BTPs.
- 25 June 2026European bond markets are splitting by maturity and by country, according to recently published research — and the stories don't actually contradict each other.
- 23 June 2026European bond yields look biased lower — but not by much, and not without pushback.
- 22 June 2026European rates look set to stay high, according to the bulk of recently published research.