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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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Sovereign Debt – Global Consequences & the Chinese Dichotomy

Strategy Report ·David Roche ·06 Sep 2026

Sovereign Debt – Global Consequences & the Chinese Dichotomy Sovereign bond yields will go on rising. The two drivers: inflation and fiscal deficits, will both deteriorate and see to that. Energy inflation will rise as inventories continue to fall. The Hunger Wave of disrupted gl…

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France - The End Of Sarkozy Update

Archive Report ·David Roche ·23 Apr 2012

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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