Transatlantic Shifts: Navigating Credit, Growth & Policy in the US and Europe

Season 9, Episode 2
This week on the “Know More Risk Better” podcast, Logan Miller, Head of European Strategy at CreditSights, and Zachary Griffiths, Head of IG & Macro Strategy, are joined by Cedric Chahab, Chief Economist at BMI, for a sweeping discussion on the forces shaping global credit markets as we enter the second half of 2025. The trio examines why European markets are riding a wave of optimism—even as underlying growth remains tepid—and how US markets compare amid fiscal stimulus, banking reform, and policy uncertainty. They dig into the impact of tariffs, potential risks from Fed independence debates, and the evolving roles of private credit, banking regulation, and crypto in the market ecosystem. Whether you’re an investor navigating credit spreads, a policymaker watching fiscal trends, or simply a market observer, this extra-long episode offers a candid, data-driven look at the tailwinds and headwinds facing transatlantic credit.