Confidence Meets the Cost of Capital

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores how political instability in France, growing scrutiny of artificial intelligence financing, and tentative signs of recovery in the UK are creating competing forces across European credit markets. He examines how these developments are shaping investor confidence, borrowing costs, and the availability of capital, and why economic fundamentals ultimately matter more than headlines.