EPISODE · May 6, 2026 · 10 MIN

Caught Between Oil and AI

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, explores how geopolitical shocks and inflation are reshaping the European credit outlook, delaying recovery and raising stagflation risks. Gordon also examines the growing influence of Big Tech in credit markets as firms like Alphabet issue massive debt to fund artificial intelligence (AI), creating both opportunities and tensions for investors.

Episode metadata supplied by the publisher feed · Published May 6, 2026

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Caught Between Oil and AI

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