Analysis-Europe’s bond market turmoil shines a spotlight on hedge funds’ role in key markets - WKZO
Analysis-Europe’s bond market turmoil shines a spotlight on hedge funds’ role in key markets - WKZO
Source: WKZO
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DW NOTE
Europe's bond selloff now has a hedge fund narrative attached — the usual post-crisis ritual of blaming those who sold rather than those who borrowed. European sovereigns entered 2026 carrying debt-to-GDP ratios above 80%, yields compressed by a decade of ECB intervention, and fiscal commitments indexed to demographics that don't improve. When yields finally move, the question isn't who sold, it's why anyone expected stability.