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EPISODE · Jul 30, 2025 · 13 MIN

Tariff Détente

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, outlines the European Union’s new trade deal with the US. Gordon analyses the impact this deal may have and what is still missing, as well as highlights an example of the types of divergent data signals we are likely to see in the months ahead as economies adjust to the new norms. Further, Gordon highlights the latest regulatory proposal for the securitisation market. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Jul 30, 2025

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Tariff Détente

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