Uncertainty Prevails
From Gordon Kerr's Credit Compass: Navigating European Credit Markets by KBRA
April 29, 2026 · 10 min
About this episode
Gordon Kerr discusses the implications of weaker surveys and tighter lending conditions on credit markets and central bank policy in Europe.
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, examines what weaker surveys, tighter lending conditions, and cautious issuance mean for credit markets and central bank policy. Gordon also discusses how rising inflation expectations, softer consumer sentiment, and delayed business investment are shaping Europe’s uncertain growth outlook.
People in this episode
Host: Gordon Kerr
Topics covered
- credit markets
- central bank policy
- inflation expectations
- consumer sentiment
- business investment
- economic growth
Keywords
- credit markets
- central bank
- inflation
- consumer sentiment
- business investment
- economic outlook
Mentioned in this episode
Organizations: KBRA
Places: Europe
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