Oil’s Signal, Credit’s Story
Update: 2025-10-22
Description
In this episode of Credit Compass, Gordon Kerr, KBRA’s European Macro Strategist, dives into the interplay between energy markets and European corporate credit. We explore how unusually low oil costs and a contango futures curve are signalling more than just margin relief. Gordon then unpacks recent earnings surprises in Europe, with a focus on forward guidance and changing expectations.
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