Another Deal and Taking Stock
Update: 2025-05-21
Description
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores yet another trade deal, this time between the UK and the European Union. Gordon delves into central bank debates as policies approach neutral and the hawks and doves split. This leads to a discussion of market valuation and taking stock of where we go from here.
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