EPISODE · Jul 15, 2026 · 13 MIN

No Strait Answers

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, investigates the renewed disruption in the Strait of Hormuz, which has complicated Europe’s inflation and interest-rate outlook just as investors prepare for Q2 earnings. Gordon also examines the views of major investment managers, the case for European credit, and the opportunities emerging from the region’s expanding capital-investment cycle.

Episode metadata supplied by the publisher feed · Published Jul 15, 2026

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No Strait Answers

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