About this episode

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

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, examines how rising energy prices and geopolitical tensions are reshaping expectations for European monetary policy and credit markets. He also explores EU capital markets integration, central bank signals, and what softer UK data means for spreads and issuance.

People in this episode

Host: Gordon Kerr

Topics covered

• energy prices
• geopolitical tensions
• European monetary policy
• credit markets
• capital markets integration
• central bank signals
• UK data

Keywords

• energy shock
• rate repricing
• European credit markets
• monetary policy
• capital markets
• central banks
• UK economic data

Mentioned in this episode

Organizations: KBRA

Places: EU, 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 Markets and Europe’s Fragile Recovery · March 11, 2026 · 11 min

Explore listener stats, chart rankings, contacts and more on the Gordon Kerr's Credit Compass: Navigating European Credit Markets podcast page.