Latest / The European Economy Podcast with Fexingo: ECB, Eurozone, and Continental Markets
How Eurozone Government Bond Yields Are Decoupling in 2026
Episode 74 of The European Economy Podcast with Fexingo examines the growing divergence in Eurozone government bond yields, with German bunds and Italian BTPs moving in opposite directions. Lucas and Luna dig into the drivers: ECB policy expectations, fiscal discipline concerns, and the impact on sovereign debt markets. They reference the latest data on the EUR/USD rate and the trade-weighted dollar index, connecting bond spreads to broader economic fragility. The hosts discuss what this decoupling means for investors and the future of Eurozone integration, with a concrete look at the yield…
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