About this episode

Gordon Kerr discusses the shift in Europe's inflation narrative and its implications for economic growth.

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, examines the sharp shift in Europe’s inflation narrative, from renewed energy-driven price concerns to a more disinflationary backdrop. The episode also looks at Europe’s tentative growth recovery, the UK’s political and fiscal uncertainty, and Germany’s reform-and-spending package as a potential source of medium-term growth support.

People in this episode

Host: Gordon Kerr

Topics covered

• inflation
• economic growth
• disinflation
• political uncertainty
• fiscal policy

Keywords

• inflation
• disinflation
• Europe
• UK
• Germany
• economic growth
• energy prices

Mentioned in this episode

Organizations: KBRA

Places: Europe, UK, Germany

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

• No Strait Answers · July 15, 2026 · 13 min
• Germany’s Debt Signals and Brussels’ Trade Teeth · July 1, 2026 · 10 min
• Private Credit Defaults · June 24, 2026 · 10 min
• Peace, Pricing, and Political Risk · June 17, 2026 · 11 min

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