In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, discusses some interesting survey results from the International Association of Credit Portfolio Managers and the European Central Bank, including their indications for the first quarter in the UK and Europe. These findings are supported by a few recently released corporate stress indicators, which the episode also covers. Lastly, Gordon highlights changing dynamics in private credit, which may mirror these surveys’ findings.

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