EPISODE · Mar 5, 2026 · 13 MIN
Conflict, Uncertainty, and Credit Premiums
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, unpacks the impact of the recent conflict in Iran, a UK nonbank lending scare, rising artificial intelligence (AI) disruption fears in software, and what widening spreads really signal. Beneath the headlines, the story may not be systemic stress—but growing dispersion.
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Conflict, Uncertainty, and Credit Premiums
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