About this episode

Gordon Kerr discusses the impact of geopolitical shocks and inflation on the European credit market and the role of Big Tech in shaping investment dynamics.

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores how geopolitical shocks and inflation are reshaping the European credit outlook, delaying recovery and raising stagflation risks. Gordon also examines the growing influence of Big Tech in credit markets as firms like Alphabet issue massive debt to fund artificial intelligence (AI), creating both opportunities and tensions for investors.

People in this episode

Host: Gordon Kerr

Topics covered

• European credit outlook
• geopolitical shocks
• inflation
• stagflation risks
• Big Tech influence
• credit markets
• investment opportunities

Keywords

• European credit
• geopolitical shocks
• inflation
• stagflation
• Big Tech
• credit markets
• investment opportunities

Mentioned in this episode

Organizations: KBRA, Alphabet

Products: artificial intelligence (AI)

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