Energy Markets and Europe’s Fragile Recovery
From Gordon Kerr's Credit Compass: Navigating European Credit Markets by KBRA
March 11, 2026 · 11 min
About this episode
Gordon Kerr discusses the impact of the Iran conflict on energy markets and Europe's economic outlook.
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, examines how the recent conflict involving Iran has influenced energy markets and what that means for Europe’s economic and credit outlook. We discuss Europe’s exposure to oil and natural gas prices, the mixed signals coming from German economic data, and how credit markets have responded to rising uncertainty.
People in this episode
Host: Gordon Kerr
Topics covered
- energy markets
- European economy
- credit outlook
- oil prices
- natural gas prices
- economic data
- credit markets
Keywords
- energy markets
- Europe
- credit outlook
- oil prices
- natural gas
- economic data
- credit markets
- Iran
Mentioned in this episode
Organizations: KBRA
Places: Iran, Europe, Germany
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