Balancing Shifting Trade Winds

09/07/2025 8 min
Balancing Shifting Trade Winds

Listen "Balancing Shifting Trade Winds"

Episode Synopsis

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, highlights the shifting global trade order, with the European Union balancing a fine line between the US and China. Gordon discusses the challenges in Germany, the benefits this could bring to Europe, and bond investor scrutiny of European governments.
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