Sage Advice and Early Indications
Update: 2025-05-07
Description
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores how early signals from April’s Purchasing Managers' Index (PMI) and GDP data reflect the market's reaction to newly announced US trade tariffs. Gordon unpacks regional dynamics across the eurozone and UK, assesses the resilience of European manufacturing, and takes a closer look at what’s driving growth beneath the surface.
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