# Global Market Update: 2Q26 Outlook for the US & Europe

Page: https://stenobird.com/podcast/know-more-risk-better-280484/global-market-update-2q26-outlook-for-the-us-europe
Text version: https://stenobird.com/podcast/know-more-risk-better-280484/global-market-update-2q26-outlook-for-the-us-europe.md
Podcast: [Know More. Risk Better.](https://stenobird.com/podcast/know-more-risk-better-280484)
Published: 2026-04-03T13:44:50+00:00
Episode link: https://creditsights.podbean.com/e/global-market-update-2q26-outlook-for-the-us-europe/
Audio file: https://mcdn.podbean.com/mf/web/m5rrbeqj4u8rauut/riverside_1_c853569248c7ff1a5f7d_apr_03_2026_001_know_more_risk_beta16nl.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/know-more-risk-better-280484/episodes/global-market-update-2q26-outlook-for-the-us-europe
Duration seconds: 3539

## Resource

In this episode of the Know More. Risk Better. podcast, the discussion examines how geopolitical risk, private credit stress, and AI‑driven uncertainty are reshaping global credit markets in 2026. Winnie Cisar is joined by Zachary Griffiths and Logan Miller to assess the market impact of the Iran conflict, rising energy prices, and heightened scrutiny on private credit and BDCs. The conversation explores sharp repricing in rates, evolving central bank expectations, and differences between U.S. and European credit dynamics, while also addressing AI‑related investment risks and labor market implications. Gain timely, macro‑driven insights to help investors navigate volatility, assess credit conditions, and identify opportunities across rates and credit markets.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/know-more-risk-better-280484/episodes/global-market-update-2q26-outlook-for-the-us-europe/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/know-more-risk-better-280484/global-market-update-2q26-outlook-for-the-us-europe.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.