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15th Sep 2025 17:21EurozoneDaily Monitor
  • Our fair-value model for bunds points to little near-term upside to yields, due to falling US rates. 
  • We estimate that fiscal stimulus in Germany will add around 30bp to bund yields between now and 2027. 
  • Overall, we see a slow rise in bund yields to 3% by 2027, implying limited near-term upside.

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Keywords for: 17 September 2025 Eurozone Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence