EPISODE · Jul 23, 2025 · 12 MIN

Budgets and the Battle for Growth

from Gordon Kerr's Credit Compass: Navigating European Credit Markets · host KBRA

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, highlights the growing fiscal pressures for the UK and France alongside Germany’s bold investment-led growth push. Gordon outlines what these divergent strategies mean for credit markets, with a closer look at shifting survey expectations on expected defaults. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Jul 23, 2025

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Budgets and the Battle for Growth

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