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French bonds: OAT of control
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French government bonds, or OATs, are under growing pressure. While rising yields reflect a broader sell-off across European markets, concerns over France’s fiscal trajectory and political uncertainty are driving an additional risk premium. In this episode of Barclays Brief, host Patrick Coffey is joined by Rohan Khanna, Head of European Rates Strategy, to examine why investors are demanding greater clarity before returning to French debt. They consider how persistent budget deficits, substantial debt issuance and political fragmentation have contributed to the widening OAT-Bund spread, and why the 2027 presidential and parliamentary elections will be critical for market confidence. Khanna…