EPISODE · Jul 22, 2026 · 12 MIN

Earnings Strength, Britain’s Reset

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, examines how higher oil and gas prices could affect inflation, margins, and European Central Bank (ECB) communication; what early corporate results reveal about sector strength; and why Andy Burnham’s early fiscal choices will matter more to markets than the political reset.

Episode metadata supplied by the publisher feed · Published Jul 22, 2026

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Earnings Strength, Britain’s Reset

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