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Italy and Greece seek leeway on EU fiscal rules
Fuel price support and rising inflation put pressure on countries’ public finances
Investors seek refuge from bond rout in haven German debt
Bund yields have fallen this week even as US, French and other governments’ bonds have sold off sharply over inflation fears
Eurozone inflation hits three-year high of 3.8%
Consumer prices rose at higher rate than expected in September
Quant hedge funds reap big gains from global bond sell-off
Trend-following portfolios have latched on to sharp rise in yields this year as Iran war and strong US economic data fuel inflation fears
Weak US payrolls likely to keep rate setters on the sidelines in October
Payrolls were weaker than expected in September and unemployment also ticked higher
Whitepapers / Articles
A View from the Bridge - September 2026
The Bank of England sat on the sidelines Thursday at the September rate hiking party after the ECB (2.5%) the Fed (3.875%) and the Bank of Japan all raised rates by 25bp.
PegasusCapital - 18/09/2026
