HeyJaredGordon Kerr's Credit Compass: Navigating European Credit Markets
KBRA’s Credit Compass brings you expert insights into the complex and ever-evolving European credit landscape.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
Europe’s Competitiveness Test (opens the original)
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In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores Europe’s push to improve competitiveness, deepen its capital markets, and strengthen energy security, while considering the political and implementation challenges that could slow progress. Gordon also looks at the Bank of England’s redesigned quantitative tightening (QT) programme, Germany’s regional election shock, and new KBRA research on transatlantic private credit and sovereign yield curves.
A Longer Tail to Inflation This Time? (opens the original)
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In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, examines how persistent inflation, energy-market pressures, shifting EU-China trade policy, and deeper Canada-Europe ties are reshaping the outlook for European credit. Gordon also explores the topic of what stronger UK growth and changing rate expectations could mean for markets as autumn volatility begins to build.
Rising Yields (opens the original)
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In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores the renewed pressure on European bond markets from inflation risks, improving growth, fiscal challenges, and political uncertainty, which reinforce the prospect of higher rates for longer. Gordon also discusses new European Central Bank research on both synthetic securitisation and the artificial intelligence investment boom, as both could reshape Europe’s markets.
Inflation Up, Yields Up, What Next? (opens the original)
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In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, unpacks the key messages from Jackson Hole, Wyoming,[SP1] examines what the latest euro-area inflation data could mean for the European Central Bank (ECB), and considers why the Bank of England may have more room to wait. We also look at the G20 discussions, rising geopolitical and trade risks, the resurgence of UK mergers and acquisitions (M&A), and what higher sovereign yields could mean for European credit marke
German Growth, Capital, and the Look Forward (opens the original)
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In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, discusses how Germany’s economy is showing signs of life, but the recovery remains heavily dependent on exports and manufacturing. He examines the latest GDP data, improving business confidence, and why Germany’s pension reforms could have longer-term implications for European capital markets.
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