Bond Market Turbulence, France's Fiscal Reckoning and Europe's China Dilemma

Podcast: The Weekly Briefing from Capital Economics · Capital Economics

Opublikowano: 2026-10-09

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 https://www.capitaleconomics.com/publications/capital-daily/increasingly-narrow-equity-rally-rings-alarm-bells