EPISODE · Mar 18, 2026 · 9 MIN
Energy Shock to Rate Repricing
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 rising energy prices and geopolitical tensions are reshaping expectations for European monetary policy and credit markets. He also explores EU capital markets integration, central bank signals, and what softer UK data means for spreads and issuance.
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Energy Shock to Rate Repricing
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