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Bond market sell-off a reminder of real estate fragilities

The scale of the rise in bond yields over recent weeks has provoked worries about the impact on real estate. The sell-off presents an upside risk to our yield outlook, but we think falling inflation will help bond yields across the region to soon fall back. The recent rise is therefore unlikely to push the rise in all-property yields beyond the 25bps we are currently forecasting in the euro-zone by end-2024.

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