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EU Sovereign Debt Crisis - The ECB Toolbox

QS Team ·06 Oct 2026

The ECB will "do whatever it takes" in a Eurozone sovereign debt crisis, but not before spreads are much wider. QS maps the ECB tool box, from TPI and PEPP to OMT and the ESM, shows who authorises each tool, and explains why we stay short French and Spanish 10 yr bonds and the Eu…

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EU Sovereign Debt Crisis

QS Team ·05 Oct 2026

We are heading for an EU sovereign debt crisis. France has no political way out of crisis, Spain's youth-driven housing crisis is likely to bring right-wing populism to power, and Germany and Italy are little better. The ECB will ultimately step in rather than end the euro, but t…

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Europe — The Dark Horse Gallops

Archive Report ·David Roche ·17 May 2021

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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MM - Following The Covid Recovery With Big Data

Archive Report ·David Roche ·03 Sep 2020

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Spain - Por Una Cabeza

Archive Report ·David Roche ·29 Apr 2019

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Erdostan - Formerly Turkey - Goes Belly Up

Archive Report ·David Roche ·11 Aug 2018

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Homage To Catalonia - Of Sorts

Archive Report ·David Roche ·22 Dec 2017

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Spain

Archive Report ·David Roche ·22 Dec 2017

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Catalonia - Just The Beginning (2)

Archive Report ·David Roche ·02 Oct 2017

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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