Securitisation Support, Consumer Surprises
From Gordon Kerr's Credit Compass: Navigating European Credit Markets by KBRA
June 10, 2026 · 9 min
About this episode
Gordon Kerr discusses the renewed momentum in European securitisation markets and surprising UK consumer data amidst economic uncertainties.
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, speaks from Global ABS in Barcelona, where European securitisation markets are showing early signs of renewed momentum amid regulatory reform and growing placed issuance. Gordon also looks at why UK data continue to surprise to the upside, even as consumers remain cautious and fixed income markets navigate inflation, supply, and geopolitical uncertainty.
People in this episode
Host: Gordon Kerr
Topics covered
- securitisation
- consumer behavior
- European credit markets
- regulatory reform
- fixed income markets
Keywords
- securitisation
- consumer surprises
- European credit
- inflation
- geopolitical uncertainty
Mentioned in this episode
Organizations: KBRA
Places: Barcelona, UK
More episodes of Gordon Kerr's Credit Compass: Navigating European Credit Markets
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- 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
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