Van Hesser, KBRA’s Chief Strategist and host of 3 Things in Credit, a weekly podcast about credit trends, interviews leading experts about the latest trends in credit investing. He'll be speaking with market participants across the credit spectrum from investment grade to high yield to public to private.
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores the views of chief economists across the globe. In particular, their views on the direction and potential for Europe. Gordon also reviews the developing situation in France and its impact on markets.
1 Oct 2025
Signals from the C-Suite
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, reviews recent business surveys from McKinsey and Lloyds. Their views provide some insight into the prospect for growth and employment in the months ahead. Further, Gordon adds some colour to the UK’s prospects out of the recent Labour Party conference.
24 Sept 2025
Deals, Delays, and Dumping
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, reviews recent developments of the US-UK relationship following as a state visit from the US that brought new investment commitments. Further, Gordon highlights the region’s uneven path to recovery and the risks the China-US trade war is presenting to Europe.
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