Select Resilience Partially Offsets Broader Headwinds
From Gordon Kerr's Credit Compass: Navigating European Credit Markets by KBRA
April 8, 2026 · 14 min
About this episode
Gordon Kerr discusses the challenges and dynamics of European credit markets amidst various economic pressures.
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, discusses how European credit markets are navigating a complex mix of energy shocks, policy intervention, and rising refinancing risk. Gordon unpacks what Brent backwardation is signalling, how governments are responding, and why dispersion across credit is set to widen.
People in this episode
Host: Gordon Kerr
Topics covered
- European credit markets
- energy shocks
- policy intervention
- refinancing risk
- credit dispersion
Keywords
- European credit
- energy shocks
- policy intervention
- refinancing risk
- Brent backwardation
- credit dispersion
Mentioned in this episode
Organizations: KBRA
Products: Brent backwardation
Places: European
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