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Gordon Kerr's Credit Compass: Navigating European Credit Markets

Gordon Kerr's Credit Compass: Navigating European Credit Markets

Running Dry

Aug 5, 2026 · 8 min · 5 segments

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores how Europe's drought is exposing the vulnerability of its inland transport network, creating fresh risks for…

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores how Europe's drought is exposing the vulnerability of its inland transport network, creating fresh risks for supply chains, manufacturing, and inflation. He also examines European leveraged credit and what another strong earnings season means for investors.

In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores how Europe's drought is exposing the vulnerability of its inland transport network, creating fresh risks for…

Speakers: Gordon KerrHost

Inland WaterwaysBusiness > Trade > Global Trade > Shipping
Freight TransportEconomics > Supply Chain > Logistics > Transportation
European CreditFinance > Credit Markets
Default RatesFinance > Credit Markets > European Credit
Corporate EarningsFinance > Credit Markets > European Credit > Default Rates
ManufacturingGeopolitics > European Union > Economic Impact
Energy MarketsGeopolitics > European Union > Economic Impact > Manufacturing
DroughtEnvironment > Weather
Impact on AgricultureEnvironment > Weather > Drought
TransportationEconomics > Supply Chain > Logistics
LogisticsEconomics > Supply Chain
Credit MarketsFinance
European UnionGeopolitics
Global TradeBusiness > Trade
Economic ImpactGeopolitics > European Union
Water ResourcesEnvironment > Weather > Drought > Impact on Agriculture
WeatherEnvironment
ShippingBusiness > Trade > Global Trade
Environment
Economics
Business
Finance
Supply ChainEconomics
TradeBusiness
Geopolitics