About this episode

Gordon Kerr discusses the implications of recent conflicts and economic events on credit premiums in Europe.

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, unpacks the impact of the recent conflict in Iran, a UK nonbank lending scare, rising artificial intelligence (AI) disruption fears in software, and what widening spreads really signal. Beneath the headlines, the story may not be systemic stress—but growing dispersion.

People in this episode

Host: Gordon Kerr

Topics covered

• credit markets
• economic impact
• artificial intelligence
• conflict
• financial analysis

Keywords

• credit premiums
• Iran conflict
• UK lending
• AI disruption
• financial spreads

Mentioned in this episode

Organizations: KBRA

Products: artificial intelligence

Places: Iran, UK

More episodes of Gordon Kerr's Credit Compass: Navigating European Credit Markets

• BIF, Bunds, and Britain’s AI Bet · April 22, 2026 · 11 min
• Hungary Turns, Banking Reform Advances, Energy Risks Linger · April 15, 2026 · 16 min
• Select Resilience Partially Offsets Broader Headwinds · April 8, 2026 · 14 min
• Anchors Strained, Spreads Wider, Yields in Focus · April 1, 2026 · 10 min
• Energy, Energy, Energy · March 25, 2026 · 11 min
• Energy Shock to Rate Repricing · March 18, 2026 · 10 min

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