Sentiment Up, Uncertainty Ahead

Sentiment Up, Uncertainty Ahead

Update: 2025-06-25
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In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, outlines the improving sentiment in Europe among consumers and corporate management. Gordon also comments on the increased spending plans by NATO countries and their impact on European economies. In addition, he highlights the heightened uncertainty and the market’s apparent indifference to potential risks.

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Sentiment Up, Uncertainty Ahead

Sentiment Up, Uncertainty Ahead

KBRA