In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, discusses the global market reaction to the announcement of US tariffs, with an emphasis on Europe’s response. Gordon also interviews two of his colleagues from KBRA DLD (a division of KBRA Analytics) about their launch of a European default index in private credit. 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, discusses the global market reaction to the announcement of US tariffs, with an emphasis on Europe’s response. Gordon also interviews two of his colleagues from KBRA DLD (a division of KBRA Analytics) about their launch of a European default index in private credit. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, discusses the global market reaction to the announcement of US tariffs, with an emphasis on Europe’s response. Gordon also interviews two of his colleagues from&nbsp;KBRA DLD (a division of KBRA Analytics) about their launch of a European default index in private credit. Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="noopener noreferrer">megaphone.fm/adchoices</a>

Tarriff Tantrum and European Default Expectations

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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Tarriff Tantrum and European Default Expectations

Tarriff Tantrum and European Default Expectations