Rising German Gross Bond Supply Points to Higher Yields -- Market Talk

Dow Jones12-11

1417 GMT - Germany's gross government bond supply is expected to rise to 363 billion euros in 2026 from 291 billion euros in 2025, according to Natixis' expectations. This will help push yields higher over time, Natixis analysts say, anticipating higher long-term government bond yields globally. "Generally, we think that investor concerns about domestic politics intersecting with high deficits will play out differently in different jurisdictions," they say in a note. Natixis expects 30-year German Bund yields ending 2026 at 3.95%, versus their 2025 year-end forecast of 3.30%. The 30-year Bund yield last trades at 3.458%, according to Tradeweb. "We expect these ongoing pressures from overseas to be an enduring headwind for U.S. long yields," the strategists say. (emese.bartha@wsj.com)

(END) Dow Jones Newswires

December 11, 2025 09:17 ET (14:17 GMT)

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Natixis expects 30-year German Bund yields ending 2026 at 3.95%, versus their 2025 year-end forecast of 3.30%. The 30-year Bund yield last trades at 3.458%, according to Tradeweb. \"We expect these ongoing pressures from overseas to be an enduring headwind for U.S. long yields,\" the strategists say. 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This will help push yields higher over time, Natixis analysts say, anticipating higher long-term government bond yields globally. \"Generally, we think that investor concerns about domestic politics intersecting with high deficits will play out differently in different jurisdictions,\" they say in a note. Natixis expects 30-year German Bund yields ending 2026 at 3.95%, versus their 2025 year-end forecast of 3.30%. The 30-year Bund yield last trades at 3.458%, according to Tradeweb. \"We expect these ongoing pressures from overseas to be an enduring headwind for U.S. long yields,\" the strategists say. 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