18 March 2025 Eurozone Monitor Bunds are right to be scared about changing fiscal policy in Germany
17th Mar 2025 10:22EurozoneDaily Monitor
- Germany needs a budget deficit of 4% of GDP over three years to lift defence spending quickly to 3.5%.
- Defence and infrastructure spending require more Bunds; €100B per year over the next decade?
- Rising uncertainty will weigh on Bund yields in Q2, but they’re right to fear the new fiscal plans.
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