Expansion Comes With Bottlenecks

About this episode

Gordon Kerr discusses the current challenges in European credit markets, focusing on inflation, manufacturing, and the UK housing market.

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, examines the latest pressure points across European credit markets: eurozone inflation, manufacturing momentum, and the UK housing slowdown. Gordon debates whether inflation pressures are becoming more persistent, whether Europe’s manufacturing rebound is genuine, and how higher-for-longer rates are affecting UK households.

People in this episode

Host: Gordon Kerr

Topics covered

• European credit markets
• inflation
• manufacturing
• UK housing
• economic pressures

Keywords

• credit markets
• eurozone inflation
• manufacturing momentum
• UK housing slowdown
• economic analysis

Mentioned in this episode

Organizations: KBRA

Places: eurozone, UK

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

• Securitisation Support, Consumer Surprises · June 10, 2026 · 9 min
• A Gulf Deal and Private Credit Stress Test · May 27, 2026 · 18 min
• Productivity, Politics, and the Price of Debt · May 20, 2026 · 13 min
• Canaries in the Credit Mine? · May 13, 2026 · 14 min
• Caught Between Oil and AI · May 6, 2026 · 11 min
• Uncertainty Prevails · April 29, 2026 · 10 min