KBRA’s Credit Compass brings you expert insights into the complex and ever-evolving European credit landscape. This podcast is hosted by KBRA’s European Macro Strategist Gordon Kerr, an industry veteran with over two decades of experience in research and trading at leading financial institutions. Gordon’s podcast delivers sharp analysis and fresh perspectives on the forces shaping bond markets, leverage, and debt across the UK and continental Europe. Whether you are a market professional, an investor, or just curious about the intricacies of the credit markets, Credit Compass will keep you informed and ahead of the curve.
KBRA’s Credit Compass brings you expert insights into the complex and ever-evolving European credit landscape. This podcast is hosted by KBRA’s European Macro Strategist Gordon Kerr, an industry veteran with over two decades of experience in research and trading at leading financial institutions. Gordon’s podcast delivers sharp analysis and fresh perspectives on the forces shaping bond markets, leverage, and debt across the UK and continental Europe. Whether you are a market professional, an investor, or just curious about the intricacies of the credit markets, Credit Compass will keep you informed and ahead of the curve.
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, highlights the growing fiscal pressures for the UK and France alongside Germany’s bold investment-led growth push. Gordon outlines what these divergent strategies mean for credit markets, with a closer look at shifting survey expectations on expected defaults.
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