EPISODE · Apr 8, 2026 · 14 MIN
Select Resilience Partially Offsets Broader Headwinds
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, discusses how European credit markets are navigating a complex mix of energy shocks, policy intervention, and rising refinancing risk. Gordon unpacks what Brent backwardation is signalling, how governments are responding, and why dispersion across credit is set to widen.
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Select Resilience Partially Offsets Broader Headwinds
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