Gordon Kerr's Credit Compass: Navigating European Credit Markets

US Big Bill Consequences, EU Regulation, and Global Risk


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In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, highlights a fresh challenge to global investors in a small section of the US administration’s “Big, Beautiful Bill” that could have far-reaching implications outside the US. Gordon also outlines some potential upcoming changes to securitisation regulations and explores the conclusions from a World Economic Forum survey of economists.

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Gordon Kerr's Credit Compass: Navigating European Credit MarketsBy KBRA