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Germany
Peripherals versus the core: the pendulum swings
European bond investors are witnessing weaker bund yields and tighter peripheral credit spreads on account of the current goldilocks environment. But how long will it... 
Autumn Statement surprise?
The Chancellor delivered a modest surprise last week, using increased fiscal headroom to deliver more giveaways than expected. 
Is the ECB’s new ‘anti-fragmentation’ tool up to the job?
As the ECB’s trilemma comes to a head, we review its new tool for managing the crisis in southern European debt 
Fiscal SPD bump
Despite hopes the results of the SPD leadership contest this weekend could lead to fiscal stimulus in Germany, investors shouldn’t expect an immediate game changer. 
The Amazing Disappearing Bund Market
German debt is shrinking rapidly as a share of GDP. If we wind the clock forwards, it’s plausible scenario where the market almost entirely disappears. 
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