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Bond Market Turbulence, France's Fiscal Reckoning and Europe's China Dilemma
This week, Neil Shearing is joined by James Reilly and Jack Allen-Reynolds to unpack the latest bond market sell-off, the forces driving higher global yields, and why equity markets continue to defy expectations. They also examine mounting fiscal concerns in France, assess whether the eurozone faces a renewed debt crisis, and discuss how Europe is responding to growing competitive pressures from China.
https://www.capitaleconomics.com/publications/global-economics-update/what-bond-sell-means-monetary-policy…
The skinny
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