Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
Why Europe's Bond Market Is Splitting in Two
Eurozone sovereign debt is quietly fracturing. While Germany and France borrow at rock-bottom rates, Italy and Spain are paying a widening spread — a gap that's now visible in bond yields and in the euro's stubborn flatness. In this episode, Lucas and Luna dig into the mechanics of the fragmentation, why the ECB's bond-buying firepower is limited, and what a two-speed bond market means for the single currency and for European stocks. They also look at the latest trade-weighted dollar dip and what it says about relative investor confidence. If you've heard talk of…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.