EPISODE · Apr 29, 2026 · 10 MIN
Uncertainty Prevails
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 what weaker surveys, tighter lending conditions, and cautious issuance mean for credit markets and central bank policy. Gordon also discusses how rising inflation expectations, softer consumer sentiment, and delayed business investment are shaping Europe’s uncertain growth outlook.
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Uncertainty Prevails
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