EPISODE · Mar 11, 2026 · 10 MIN
Energy Markets and Europe’s Fragile Recovery
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 the recent conflict involving Iran has influenced energy markets and what that means for Europe’s economic and credit outlook. We discuss Europe’s exposure to oil and natural gas prices, the mixed signals coming from German economic data, and how credit markets have responded to rising uncertainty.
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Energy Markets and Europe’s Fragile Recovery
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