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France’s Social Security Budget Passes by Narrow Margin, Raising Fiscal Risks for 2026
France passed its social security budget, but the state budget remains unresolved, and the deficit outlook is worsening
government debt
Articles related to government debt
UK Autumn Budget: Fiscal Credibility, Gilt Risk Premiums, and the Role of Foreign Investors
The UK government's budget announcement will need to show fiscal discipline to satisfy gilt investors, and while our baseline sees enough credibility to nudge the risk premium in gilt yields lower, we are well aware of significant upside risks too. Foreign gilt investors are relatively important and could even gain in importance in the future
Dutch Elections Preview: Fragmented Politics and Long-Term Fiscal Challenges Ahead
Expect political fragmentation to continue in the Netherlands as a government with less than four parties seems unlikely. While coming from a comfortable position in terms of economic growth and public finances, political indecision risks undermining the Netherlands’ favourable medium-term outlook
Belgium Faces Urgent Fiscal Reckoning as Deficit Surges Beyond 5% of GDP
After years of unchecked budgetary slippage, Belgium’s federal government is now attempting to launch its most ambitious fiscal consolidation effort since the 1990s. The signal is clear: it’s time for action. Yet, despite the urgency, a rapid stabilisation of the debt ratio remains unlikely
Eurozone Banks Embrace Diversification. A Step Towards Greater Financial Integration
During the last two years, eurozone banks have been diversifying their sovereign bond portfolios, reducing a home-country bias. This is welcome news, and we expect this trend to continue.
Varied Impact: Rising Mortgage Rates and Debt Dynamics in Southern Eurozone Countries"
US Retail Sales Show Resilience in Q3 but Face Potential Slowdown in October
Hungary’s Budget Faces Ongoing Challenges: A Brief Surplus in September Masks Persistent Issues
Assessing China's Economic Challenges: A Closer Look Beyond the Japanification Hypothesis"
China's Sustainable Growth: No 1990s Japan-like Stagnation
Brazil's Central Bank Set to Begin Easing Cycle as FX Markets Shift Focus from US Debt Downgrade
Austria's Competitiveness at Risk: Impact of Rising Costs and Challenging Economic Outlook
Navigating Global Headwinds: Outlook for the Irish Economy
Wasted Time: Bulgaria's Political Struggles and Missed Opportunities
