Securitisation Support, Consumer Surprises

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, speaks from Global ABS in Barcelona, where European securitisation markets are showing early signs of renewed momentum amid regulatory reform and growing placed issuance. Gordon also looks at why UK data continue to surprise to the upside, even as consumers remain cautious and fixed income markets navigate inflation, supply, and geopolitical uncertainty.