Summaries
- 21 June 2026European rate markets leaned hawkish this week, with research broadly converging on the view that the ECB has more tightening to do before any pivot.
- 19 June 2026Euro area bond yields look set to drift higher before any eventual reversal — that's the dominant message from recently published research on the region.
- 18 June 2026Euro investment-grade credit is the standout call in European fixed income today, according to recently published research.
- 17 June 2026European bond yields are drifting lower, but researchers warn that could flip fast if the Fed makes one specific move.
- 16 June 2026European bond yields are under upward pressure, and the published research consensus points to ECB tightening as the main driver.
- 15 June 2026European bond yields look set to grind higher into year-end, according to a broad sweep of recently published research — with German Bunds the one short-term exception.
- 14 June 2026ECB returns to tightening, and published research broadly sees more hikes ahead.
- 12 June 2026European bond yields look set to grind higher, according to the bulk of research published this week — bad news for bond prices.
- 11 June 2026Published research this week leans hawkish on European rates: most analysts expect Eurozone sovereign yields and ECB policy rates to grind higher as energy-driven inflation keeps the central bank in tightening mode.
- 10 June 2026European rates are tilting higher, with one tactical exception right before this week's ECB meeting.
- 9 June 2026European rates research is leaning clearly hawkish ahead of the ECB's upcoming meeting.
- 8 June 2026European bond yields look set to grind higher, according to the dominant thread in published research this week, as the ECB is widely expected to hike further into a rebound in eurozone inflation — a bearish setup for…
- 7 June 2026EU bond research this week converged on one message: the ECB is set to hike, and that's pushing eurozone yields higher across the curve.
- 5 June 2026European bond yields look set to grind higher across the curve, according to the published research consensus this week.
- 4 June 2026Published research is lining up behind a bearish call on European sovereign bonds: Bund yields are seen heading higher on both a cyclical and a multi-year horizon as the ECB tightens further.
- 3 June 2026European bond yields are caught between near-term pressure and a slow structural reckoning, according to research published this week.
- 2 June 2026Published research is broadly aligned: European rates are heading higher in the near term, with the ECB widely expected to deliver at least one — and likely two — hikes that push Eurozone government bond yields and…
- 31 May 2026European bond markets spent the week torn between a hawkish ECB drumbeat and a late softening in the inflation picture.
- 29 May 2026Published research is leaning bearish on European bonds, with multiple analysts arguing yields have further to climb as inflation proves sticky and the ECB stays in tightening mode.
- 28 May 2026European rates look set to grind higher, with ECB tightening the dominant theme in recent published research.
- 27 May 2026European government bonds face sustained downward pressure as published research converges on a hawkish ECB turn ahead.
- 26 May 2026European bond yields face mostly upward pressure, according to recently published research — though a short-term reprieve is on the table if geopolitics cooperate.
- 25 May 2026Published research is leaning hawkish on European rates, with most analysts pointing to higher Bund yields and looming ECB tightening — though one tactical counterpoint stands out.
- 24 May 2026European bond yields drifted higher this week as published research coalesced around a hawkish ECB path, even as growth signals weakened.
- 22 May 2026European bond markets are split between two opposing research camps, and both are worth understanding.
- 21 May 2026Published research is leaning bearish on European government bonds: the consensus in this week's analysis is that Eurozone sovereigns sell off as the ECB keeps tightening, with yields rising and bond prices falling…
- 20 May 2026German Bund yields look biased higher, and published research sees little near-term relief.
- 19 May 2026European sovereign bonds are under pressure, and the published research consensus points to higher Bund yields ahead.
- 18 May 2026Published research is leaning bearish on eurozone government bonds, with analysts pointing to firmer rate-hike expectations and energy-driven inflation keeping yields elevated.
- 17 May 2026European bond yields pushed to fresh cycle — and in some cases multi-decade — highs this week, with published research broadly framing the move as a global repricing rather than a local accident.