-

KBRA Releases Research – The Forward Look: European and UK Credit Views Q2 2025

LONDON--(BUSINESS WIRE)--KBRA releases a new quarterly report highlighting our European Macro Strategist Gordon Kerr’s view on key economic indicators, as well as what he identifies as the most influential factors driving credit markets in the upcoming quarter. The report also examines credit market valuations in the context of current and future market conditions.

KBRA expects key factors driving credit market conditions in Q2 to include reduced visibility due to uncertainty, Europe's relative resilience, still solid underpinnings in the financial system, and the relative health of European consumers heading into a challenging environment. Rising risks in credit markets could feed into pricing from their currently low levels, by historical standards.

Click here to view the report.

About KBRA
KBRA, one of the major credit rating agencies, is registered in the U.S., EU, and the UK. KBRA is recognized as a Qualified Rating Agency in Taiwan, and is also a Designated Rating Organization for structured finance ratings in Canada. As a full-service credit rating agency, investors can use KBRA ratings for regulatory capital purposes in multiple jurisdictions.

Doc ID: 1009231

Contacts

Gordon Kerr, European Macro Strategist
+44 20 8148 1020
gordon.kerr@kbra.com

Business Development Contacts

Mauricio Noé, Co-Head of Europe
+44 20 8148 1010
mauricio.noe@kbra.com

Miten Amin, Managing Director
+44 20 8148 1002
miten.amin@kbra.com

Media Contact
Adam Tempkin, Senior Director of Communications
+1 646-731-1347
adam.tempkin@kbra.com

KBRA

Details
Headquarters: New York City, New York
CEO: Jim Nadler
Employees: 400+
Organization: PRI

Release Versions

Contacts

Gordon Kerr, European Macro Strategist
+44 20 8148 1020
gordon.kerr@kbra.com

Business Development Contacts

Mauricio Noé, Co-Head of Europe
+44 20 8148 1010
mauricio.noe@kbra.com

Miten Amin, Managing Director
+44 20 8148 1002
miten.amin@kbra.com

Media Contact
Adam Tempkin, Senior Director of Communications
+1 646-731-1347
adam.tempkin@kbra.com

More News From KBRA

KBRA Assigns Preliminary Ratings to BSPDF 2026-FL3

NEW YORK--(BUSINESS WIRE)--KBRA is pleased to announce the assignment of preliminary ratings to nine classes of BSPDF 2026-FL3, a managed CRE CLO securitization with the ability to reinvest principal proceeds for 30 months including a 180-day ramp-up period. The transaction will initially be collateralized by 40 mortgage loans with an aggregate cutoff date in-trust balance of $878.1 million, $145.3 million of cash collateral for the anticipated acquisition of six pre-identified assets (unless t...

KBRA Releases Research – Auto Loan ABS Origination Attributes: Navigating the Next Stretch of the Road

NEW YORK--(BUSINESS WIRE)--KBRA releases research examining trends in key auto loan ABS origination metrics—including loan-to-value (LTV), payment-to-income (PTI), annual percentage rate (APR), and original term—to assess how underwriting standards have evolved across originators and borrower credit segments over time. Auto loan ABS credit performance has softened in recent years (see U.S. Auto Loan ABS Indices) as borrowers navigate higher interest rates, persistent inflationary pressures, and...

KBRA Assigns Preliminary Ratings to Ares European Direct Lending CLO 2 Sarl

LONDON--(BUSINESS WIRE)--KBRA UK (KBRA) assigns preliminary ratings to six classes of Notes issued by Ares European Direct Lending CLO 2 Sarl, a cash flow collateralized loan obligation (CLO) backed by a diversified portfolio of middle market corporate loans. This transaction is a multicurrency European middle market CLO. Ares European Direct Lending CLO 2 Sarl is managed by Ares Management Limited (“Ares” or the “collateral manager”) and will have a 4.5-year reinvestment period. The ratings re...
Back to Newsroom