About this episode

Gordon Kerr discusses Germany's shifting credit landscape and EU trade measures in the context of current economic pressures.

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, discusses Germany’s credit story as it shifts between labour-market pressure, rising insolvencies, Schuldschein stress, and a potentially important pension-reform proposal. The episode also explores defensive European Union (EU) trade measures, artificial intelligence (AI)-related debt issuance, and why European Central Bank (ECB) rate risk remains relevant for European credit investors.

People in this episode

Host: Gordon Kerr

Topics covered

• Germany's credit story
• labour-market pressure
• rising insolvencies
• pension reform
• EU trade measures
• AI-related debt issuance
• ECB rate risk

Keywords

• Germany
• credit
• insolvencies
• EU trade
• pension reform
• ECB
• AI debt issuance

Mentioned in this episode

Organizations: KBRA, European Central Bank

Products: Schuldschein

Places: Germany, European Union, Brussels

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

• No Strait Answers · July 15, 2026 · 13 min
• Inflation About-Face? · July 8, 2026 · 9 min
• Private Credit Defaults · June 24, 2026 · 10 min
• Peace, Pricing, and Political Risk · June 17, 2026 · 11 min

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