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May 18, 2020

Spain | Deficit and an Exit Strategy

Spanish public finances are not in the best position to face this crisis. Since 2015, policies to reduce taxes and increase expenditure have impaired the fiscal structural balance.

September 23, 2019

Will sovereign risk premiums continue to fall?

In recent months we have witnessed a notable compression in sovereign CDS at the global level, in an economic scenario that is full of uncertainty and in which public debt is at an all-time high.

June 3, 2019

Portugal: orthodoxy, certainty and reward

A couple of years ago, the risk premium paid by the Portuguese 10-year government bond against its German counterpart was hovering between 350 and 400 basis points (bp). Meanwhile, the Spanish 10-year bond was paying between 100 and 125 bp.