EPISODE · Jun 3, 2026 · 12 MIN
Expansion Comes With Bottlenecks
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 the latest pressure points across European credit markets: eurozone inflation, manufacturing momentum, and the UK housing slowdown. Gordon debates whether inflation pressures are becoming more persistent, whether Europe’s manufacturing rebound is genuine, and how higher-for-longer rates are affecting UK households.
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Expansion Comes With Bottlenecks
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