EPISODE · Feb 4, 2026 · 10 MIN
Growth Turns, Supply Surges
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 France’s budget outcome, shifting growth dynamics across the euro area, record-setting issuance, and what tight valuations mean for credit investors. The message is constructive—but with limited room for error as markets price in good news.
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This episode was published on February 4, 2026.
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