About this episode

Gordon Kerr discusses the implications of weaker surveys and tighter lending conditions on credit markets and central bank policy in Europe.

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, examines what weaker surveys, tighter lending conditions, and cautious issuance mean for credit markets and central bank policy. Gordon also discusses how rising inflation expectations, softer consumer sentiment, and delayed business investment are shaping Europe’s uncertain growth outlook.

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