Expansion Comes With Bottlenecks
About this episode
Gordon Kerr discusses the current challenges in European credit markets, focusing on inflation, manufacturing, and the UK housing market.
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, examines the latest pressure points across European credit markets: eurozone inflation, manufacturing momentum, and the UK housing slowdown. Gordon debates whether inflation pressures are becoming more persistent, whether Europe’s manufacturing rebound is genuine, and how higher-for-longer rates are affecting UK households.
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