Climbing Back to the Podium

Climbing Back to the Podium

February 25, 2026 · 11 min

About this episode

Gordon Kerr discusses early signs of stabilisation in the European economy and the impact of the ECB's policies.

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, examines early signs of stabilisation in the European economy, including improving German growth data and renewed policy momentum. We also assess the European Central Bank’s (ECB) expanded liquidity framework and the recent return of investor flows to European markets.

People in this episode

Host: Gordon Kerr

Topics covered

Keywords

Mentioned in this episode

Organizations: KBRA, European Central Bank

Places: Germany, European markets

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