About this episode

Gordon Kerr discusses the impact of disruptions in the Strait of Hormuz on Europe's economic outlook and investment opportunities.

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, investigates the renewed disruption in the Strait of Hormuz, which has complicated Europe’s inflation and interest-rate outlook just as investors prepare for Q2 earnings. Gordon also examines the views of major investment managers, the case for European credit, and the opportunities emerging from the region’s expanding capital-investment cycle.

People in this episode

Host: Gordon Kerr

Topics covered

• European credit markets
• inflation
• interest rates
• investment managers
• capital investment cycle

Keywords

• credit markets
• inflation
• interest rates
• investment managers
• capital investment

Mentioned in this episode

Organizations: KBRA

Places: Strait of Hormuz, Europe

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

• Inflation About-Face? · July 8, 2026 · 9 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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