In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores the views of chief economists across the globe. In particular, their views on the direction and potential for Europe. Gordon also reviews the developing situation in France and its impact on markets.
--------
9:56
--------
9:56
Signals from the C-Suite
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, reviews recent business surveys from McKinsey and Lloyds. Their views provide some insight into the prospect for growth and employment in the months ahead. Further, Gordon adds some colour to the UK’s prospects out of the recent Labour Party conference.
--------
8:43
--------
8:43
Deals, Delays, and Dumping
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, reviews recent developments of the US-UK relationship following as a state visit from the US that brought new investment commitments. Further, Gordon highlights the region’s uneven path to recovery and the risks the China-US trade war is presenting to Europe. Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
9:46
--------
9:46
Green Shoots, Big Plans
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, investigates the potential impact of the plans outlined in the State of the European Union address by Ursula von der Leyen. The UK continues to struggle along, but a US visit could offer some reprieve as growth outlooks for European economies are revised upwards. Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
9:47
--------
9:47
Oversubscribed, Yet Under Pressure
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, outlines the challenges facing the governments of France and the UK. France grapples with political turmoil and the UK delays its budget, yet bond markets remain resilient with issuance staying strong. Further, Gordon outlines the challenges facing Europe’s automakers from electric vehicle (EV) competition and fragile supply chains. Learn more about your ad choices. Visit megaphone.fm/adchoices
About Gordon Kerr's Credit Compass: Navigating European Credit Markets
KBRA’s Credit Compass brings you expert insights into the complex and ever-evolving European credit landscape. This podcast is hosted by KBRA’s European Macro Strategist Gordon Kerr, an industry veteran with over two decades of experience in research and trading at leading financial institutions. Gordon’s podcast delivers sharp analysis and fresh perspectives on the forces shaping bond markets, leverage, and debt across the UK and continental Europe. Whether you are a market professional, an investor, or just curious about the intricacies of the credit markets, Credit Compass will keep you informed and ahead of the curve.
Listen to Gordon Kerr's Credit Compass: Navigating European Credit Markets, Money Talks and many other podcasts from around the world with the radio.net app
Ireland