In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores Europe’s latest insolvency reform, Italy’s “golden power” dispute, and expectations for the UK’s upcoming budget. Together, they illustrate how regulation, politics, and fiscal credibility continue to shape Europe’s evolving credit landscape—offering both progress and persistent friction.

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores Europe’s latest insolvency reform, Italy’s “golden power” dispute, and expectations for the UK’s upcoming budget. Together, they illustrate how regulation, politics, and fiscal credibility continue to shape Europe’s evolving credit landscape—offering both progress and persistent friction.

Insolvency, Golden Slap, and the Budget That Blinked

KBRA’s Credit Compass brings you expert insights into the complex and ever-evolving European credit landscape. This podcast is hosted by KBRA’s European Macro Strategist Gordon Kerr, an industry veteran with over two decades of experience in research and trading at leading financial institutions. Gordon’s podcast delivers sharp analysis and fresh perspectives on the forces shaping bond markets, leverage, and debt across the UK and continental Europe. Whether you are a market professional, an investor, or just curious about the intricacies of the credit markets, Credit Compass will keep you informed and ahead of the curve.

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KBRA’s Credit Compass brings you expert insights into the complex and ever-evolving European credit landscape. This podcast is hosted by KBRA’s European Macro Strategist Gordon Kerr, an industry veteran with over two decades of experience in research and trading at leading financial institutions. Gordon’s podcast delivers sharp analysis and fresh perspectives on the forces shaping bond markets, leverage, and debt across the UK and continental Europe. Whether you are a market professional, an investor, or just curious about the intricacies of the credit markets, Credit Compass will keep you informed and ahead of the curve.

KBRA’s Credit Compass brings you expert insights into the complex and ever-evolving European credit landscape.&nbsp;This podcast is hosted by KBRA’s European Macro Strategist Gordon Kerr, an industry veteran with over two decades of experience in research and trading at leading financial institutions. Gordon’s podcast delivers sharp analysis and fresh perspectives on the forces shaping bond markets, leverage, and debt across the UK and continental Europe. Whether you are a market professional, an investor, or just curious about the intricacies of the credit markets, Credit Compass will keep you informed and ahead of the curve.

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Insolvency, Golden Slap, and the Budget That Blinked

Insolvency, Golden Slap, and the Budget That Blinked

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