Exceptionally low Rhine water levels are reducing inland shipping capacity, raising transport costs, and increasing supply chain risk for European manufacturers just as parts of the industrial economy begin to recover.
In the latest Credit Compass, Gordon Kerr examines how low Rhine water levels are disrupting European supply chains, where leveraged credit stress remains concentrated, and why strong large-cap earnings still support higher-quality issuers. Listen to Gordon Kerr’s insights on: Apple | Spotify | YouTube or visit kbra.com/macrocredit
Exceptionally low water levels along the Rhine are reducing inland freight capacity and…
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