How the ECB Rate Hike Is Splitting European Bond Markets

The European Central Bank surprised markets with a rate hike on June 11, 2026, its first since 2023, as the Iran conflict drives up energy costs. In this episode, Lucas and Luna examine how the hike is already reshaping bond markets across the Eurozone, with Italian and Spanish yields diverging from German bunds. They discuss the widening spreads, the impact on Southern European debt, and what this means for the ECB's ability to manage inflation without fragmenting the monetary union. Anchored by the latest data showing a 3.6% weekly gain in Spanish ETFs and a 3.4% gain in Italian ETFs, the hosts break down the mechanics behind the market moves and the political stakes for Brussels. Tune in for a sharp analysis of the ECB's tough balancing act. #ECB #RateHike #Eurozone #BondMarkets #EuropeanCentralBank #IranConflict #EnergyPrices #Inflation #ItalianDebt #SpanishDebt #GermanBunds #YieldSpreads #MonetaryPolicy #SouthernEurope #Economics #FinancialMarkets #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo