Listen "Oversubscribed, Yet Under Pressure"
Episode Synopsis
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, outlines the challenges facing the governments of France and the UK. France grapples with political turmoil and the UK delays its budget, yet bond markets remain resilient with issuance staying strong. Further, Gordon outlines the challenges facing Europe’s automakers from electric vehicle (EV) competition and fragile supply chains. Learn more about your ad choices. Visit megaphone.fm/adchoices
More episodes of the podcast Gordon Kerr's Credit Compass: Navigating European Credit Markets
Europe’s Still Fragile Recovery
08/10/2025
Signals from the C-Suite
01/10/2025
Deals, Delays, and Dumping
24/09/2025
Green Shoots, Big Plans
17/09/2025
Bright Sparks and Fiscal Firefights
03/09/2025
Potholes and Payouts
06/08/2025
Tariff Détente
30/07/2025
Budgets and the Battle for Growth
23/07/2025
A Look Forward
16/07/2025
Balancing Shifting Trade Winds
09/07/2025