Europe's inflation outlook has shifted towards disinflation as energy prices ease and geopolitical tensions recede, supporting a gradual improvement in the credit environment. However, persistent price pressures in energy-sensitive sectors, uneven economic momentum, and policy uncertainty suggest investors should remain selective.
In the latest Credit Compass, Gordon Kerr discusses Europe’s evolving inflation outlook, improving growth prospects, the UK's fiscal and political transition, and Germany’s reform and spending agenda. Listen to Gordon Kerr’s insights on: Apple | Spotify | YouTube or visit kbra.com/macrocredit
Euro area inflation…
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