EPISODE · Nov 12, 2025 · 10 MIN

AI Challenges Credit

from Gordon Kerr's Credit Compass: Navigating European Credit Markets · host KBRA

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, outlines the way AI is changing the economics of labour, productivity, and credit—fast. Gordon examines how that’s feeding into hiring freezes, pay restraint, and a surge in European private credit flows, and how that is impacting credit markets.

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AI Challenges Credit

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