Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Eurozone Bond Yields Are Falling Despite Sticky Services Inflation
The Eurozone is seeing a curious divergence: services inflation remains stubbornly above 4 percent, yet government bond yields are falling. Lucas and Luna explore why the ECB's rate path is being repriced — not because inflation is beaten, but because the growth engine is stalling. They unpack the 'growth scare' narrative, the role of energy shocks from Hormuz, and what falling yields mean for European banks and pension funds. A focused look at a market signal that seems to contradict the headline data.
#EurozoneBonds #ECB #ServicesInflation #GrowthScare #BondYields…
The skinny
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