Anchors Strained, Spreads Wider, Yields in Focus
About this episode
Gordon Kerr discusses the European Central Bank's hawkish stance and its implications for credit investors amidst rising yields and economic data.
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores the European Central Bank’s (ECB) increasingly hawkish tone, the tug-of-war between inflation and growth expectations, and what recent data signals for rates. Gordon also assesses a potential UK consumer boost from auto loan compensation and improving housing activity. All-in higher yields are creating more attractive entry points for credit investors despite ongoing volatility.
People in this episode
Host: Gordon Kerr
Topics covered
- European Central Bank
- inflation
- growth expectations
- credit markets
- auto loan compensation
- housing activity
- yields
Keywords
- European Central Bank
- inflation
- credit investors
- yields
- auto loans
- housing market
- economic data
Mentioned in this episode
Organizations: European Central Bank, KBRA
Places: UK
More episodes of Gordon Kerr's Credit Compass: Navigating European Credit Markets
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- Hungary Turns, Banking Reform Advances, Energy Risks Linger
- Select Resilience Partially Offsets Broader Headwinds
- Energy, Energy, Energy
- Energy Shock to Rate Repricing
- Energy Markets and Europe’s Fragile Recovery
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