European Leading Indicators | Global bond markets face volatility
1 minute to read
Here we look at the European leading indicators in the world of economics.
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Key insights:
- German bond yields have increased to 2.5% from 2.0% in early December, reflecting a broader global trend driven by persistent inflation concerns, fiscal factors and geopolitical tensions. This has led markets to adopt a more hawkish view of near-term monetary policy.
- The latest 5-year Euribor swap rate stands at 2.29%, ca. 30 bps lower than one year ago, making it increasingly attractive compared to US and UK rates. The widening differential between Euribor swap rates and those of the UK and US is likely to attract further cross-border capital inflows.
- Preliminary MSCI RCA figures show that cross-border CRE investment into Europe increased by 15% in 2024 compared to 2023 levels. Europe remained the top destination for global cross-border capital, attracting €74bn in inflows, surpassing APAC (€47bn) and the Americas (€24bn).
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