Summaries
- 14 May 2026European government bonds are facing broad selling pressure, and recently published research expects the pain to continue into 2027.
- 13 May 2026Published research is leaning bearish on German Bunds in the near term, flagging more downside for prices as yield pressure builds.
- 12 May 2026European government bonds are under pressure, and the published research consensus this week is uniformly bearish on near-term prospects.
- 11 May 2026European government bonds are under pressure across the board, with published research this week pointing to higher yields on German Bunds, French OATs, and Italian BTPs — and no notable bullish counter-view in…
- 10 May 2026European bond markets had a volatile week, with the dominant theme being a hawkish repricing of the ECB driven by energy-shock inflation from the Middle East conflict.
- 8 May 2026European bond yields look set to drift higher into 2026–27, according to most recently-published research — but a notable contrarian view sees German Bunds as a medium-term buy.
- 7 May 2026Euro bond research is split right down the middle on direction — and it's a genuine disagreement, not a horizon mismatch.
- 6 May 2026European bonds caught a tactical bid this week, but the bigger story may be pointing the other way.
- 5 May 2026European bond markets are under broad selling pressure, with German, French, and UK yields all pushing higher. The consensus view leans firmly bearish — though one contrarian take sees current levels as a buying…