All Episodes
Gordon Kerr's Credit Compass: Navigating European Credit Markets — 74 episodes
Earnings Strength, Britain’s Reset
No Strait Answers
Inflation About-Face?
Germany’s Debt Signals and Brussels’ Trade Teeth
Private Credit Defaults
Peace, Pricing, and Political Risk
Securitisation Support, Consumer Surprises
Expansion Comes With Bottlenecks
A Gulf Deal and Private Credit Stress Test
Productivity, Politics, and the Price of Debt
Canaries in the Credit Mine?
Caught Between Oil and AI
Uncertainty Prevails
BIF, Bunds, and Britain’s AI Bet
Hungary Turns, Banking Reform Advances, Energy Risks Linger
Select Resilience Partially Offsets Broader Headwinds
Anchors Strained, Spreads Wider, Yields in Focus
Energy, Energy, Energy
Energy Shock to Rate Repricing
Energy Markets and Europe’s Fragile Recovery
Conflict, Uncertainty, and Credit Premiums
Climbing Back to the Podium
Caution in Bank Surveys, Calm in Results
Growth Turns, Supply Surges
From Davos to Delhi
One Step Forward, Two…
Europe Reloads
Here We Go Again
AI-Summarised Views for 2026
A Small Accession, A Big Reallocation
What Regulators Worry About
Insolvency, Golden Slap, and the Budget That Blinked
AI, Energy, and Credit Resets
AI Challenges Credit
Fragile Reawakening
Europe’s Bumpy Transition
Oil’s Signal, Credit’s Story
Sticky Inflation. Heavy Debt. Volatility.
Europe’s Still Fragile Recovery
Signals from the C-Suite
Deals, Delays, and Dumping
Green Shoots, Big Plans
Oversubscribed, Yet Under Pressure
Bright Sparks and Fiscal Firefights
Potholes and Payouts
Tariff Détente
Budgets and the Battle for Growth
A Look Forward
Balancing Shifting Trade Winds
Europe’s Credit Tailwinds
Sentiment Up, Uncertainty Ahead
Conflict Inflation, Spending, and Banking
Defaults, UK Data, and Securitisation
US Big Bill Consequences, EU Regulation, and Global Risk
Sentiment Shift and Trade Impact
Another Deal and Taking Stock
UK Done (Sort Of), EU Now in Focus
Sage Advice and Early Indications
The US Forward Look; Bank and Financial Services Results
Earnings Reveal European Appeal
Pause, Breathe, and Prepare
Tarriff Tantrum and European Default Expectations
Statements and Views Ahead of T-Day
European Consumers: Healthy, but Not Yet Confident
Growth Surveys: Is Anyone Listening?
A Yield Shift—Bonds and Growth
Trade Wars, Defence, and Restructurings
European Energy – Here We Go Again?
Internal Turmoil and Leverage
UK U-Turn and an Important European Election
Trade, Growth, and Competition
Surveys, Stress, and Private Credit
Rate Differentials, Regulation, and AI
Interest Rates, Inflation, and Inauguration