The recent instability follows a period in which Europe's bond markets absorbed $37B of selling by commodity trading advisors (CTA). These markets have remained resilient despite this selling pressure and additional headwinds from rising energy costs and higher interest rates.
Tuesday, October 20, 2026
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French Bonds Lag in European Government Bond Selloff
Global Markets14 days ago
The cost of borrowing for nations in the US and Europe climbed Tuesday following a broad retreat from debt assets. French bonds underperformed their regional peers due to investor concerns over the national budget, prompting market participants to rotate holdings and identify new favorable assets. This shift in sentiment drove yields higher across the European and American sovereign debt markets on October 7.
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