Tariff Détente
Update: 2025-07-30
Description
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, outlines the European Union’s new trade deal with the US. Gordon analyses the impact this deal may have and what is still missing, as well as highlights an example of the types of divergent data signals we are likely to see in the months ahead as economies adjust to the new norms. Further, Gordon highlights the latest regulatory proposal for the securitisation market.
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