EPISODE · Dec 17, 2025 · 12 MIN
AI-Summarised Views for 2026
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, reviews Europe’s standout year in credit markets—from record issuance to tight spreads—and explores the forces behind the strength. Gordon then outlines a ChatGPT synthesis of 60 industry outlooks to reveal the emerging consensus for 2026 and potential tail risks.
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