In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores an economic landscape defined by a delicate balance: inflation remains under control, yet risks persist; potential deregulation in Europe could unlock growth but sparks debate; AI continues to transform labor markets; and tariffs, with all their complexities, once again reenter the conversation. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores an economic landscape defined by a delicate balance: inflation remains under control, yet risks persist; potential deregulation in Europe could unlock growth but sparks debate; AI continues to transform labor markets; and tariffs, with all their complexities, once again reenter the conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores an economic landscape defined by a delicate balance: inflation remains under control, yet risks persist; potential deregulation in Europe could unlock growth but sparks debate; AI continues to transform labor markets; and tariffs, with all their complexities, once again reenter the conversation. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="noopener noreferrer">megaphone.fm/adchoices</a>

Rate Differentials, Regulation, and AI

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.

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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.

KBRA’s Credit Compass brings you expert insights into the complex and ever-evolving European credit landscape.&nbsp;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.

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