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In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, reviews Europe’s start to the year. As the region faces a year of development, a stable start to the data presents a positive backdrop, which Gordon outlines in his recent article in the Business Post (link: https://www.businesspost.ie/analysis-opinion/gordon-kerr-why-ai-defence-and-trade-hold-the-key-to-europes-growth-in-2026/).
By KBRAIn this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, reviews Europe’s start to the year. As the region faces a year of development, a stable start to the data presents a positive backdrop, which Gordon outlines in his recent article in the Business Post (link: https://www.businesspost.ie/analysis-opinion/gordon-kerr-why-ai-defence-and-trade-hold-the-key-to-europes-growth-in-2026/).