About this episode

Gordon Kerr discusses the impact of rising energy prices and geopolitical tensions on European economies and credit markets.

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, discusses how energy prices and geopolitical tensions are impacting European economies and credit markets. Gordon provides a sharp look at the rising energy prices rippling through inflation, policy, and credit markets—and why this shock may play out differently from 2022.

People in this episode

Host: Gordon Kerr

Topics covered

• energy prices
• geopolitical tensions
• European economies
• credit markets
• inflation
• policy

Keywords

• energy prices
• geopolitical tensions
• European credit markets
• inflation
• policy

Mentioned in this episode

Organizations: KBRA

Places: European

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

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• 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 Shock to Rate Repricing · March 18, 2026 · 10 min
• Energy Markets and Europe’s Fragile Recovery · March 11, 2026 · 11 min

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