Report|17 Sep 2026

Macro Pulse EU: EU-China Trade Imbalance Widens Again

The EU’s trade deficit with China has widened again from its recent lows, reinforcing pressure for a more defensive European trade policy that could reshape costs, investment needs, and credit outcomes across exposed sectors.

In the latest Credit Compass, Gordon Kerr examines Europe’s increasingly assertive approach to China and what greater emphasis on industrial resilience, trade defenses, and economic security could mean for European credit. Listen to Gordon Kerr’s insights on: Apple | Spotify | YouTube or visit kbra.com/macrocredit

The EU’s goods trade deficit with China has…

Log in or Sign up for free access to this report.