Conflict Inflation, Spending, and Banking
Update: 2025-06-18
Description
In this episode of Credit Compass, Gordon Kerr, KBRA’s
European Macro Strategist, highlights the impact of escalating conflict and its effect on European energy prices. Gordon outlines what this means for inflation and growth as well as the impact of the UK’s spending review. Further, Gordon comments on banking consolidation in Europe as more cross-border deals are emerging.
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