AI, Energy, and Credit Resets
Update: 2025-11-19
Description
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, explores the powerful intersection of AI and energy—how data-centre expansion is reshaping electricity demand, the grid bottlenecks slowing Europe’s transition, and what that means for credit markets. He also discusses the UK economy, where policy uncertainty tests investor confidence ahead of the Budget.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
