About this episode

Gordon Kerr discusses the implications of a Gulf peace deal on European credit markets amidst political uncertainties and economic data.

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores how a tentative Gulf peace deal could lower energy-price risks and support European credit markets, while still leaving uncertainty around oil flows, inflation, and supply-chain normalisation. Gordon also looks at soft European industrial production data and considers how UK political uncertainty, including a possible Andy Burnham path to prime minister, could affect the markets.

People in this episode

Host: Gordon Kerr

Topics covered

• European credit markets
• energy-price risks
• political uncertainty
• industrial production
• inflation
• supply-chain normalization

Keywords

• European credit markets
• energy prices
• political risk
• industrial production
• inflation
• supply chain

Mentioned in this episode

Organizations: KBRA

Places: UK

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

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• Germany’s Debt Signals and Brussels’ Trade Teeth · July 1, 2026 · 10 min
• Private Credit Defaults · June 24, 2026 · 10 min

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