EP 01: Defaults, DPI, and Defense Budgets: Europe’s Credit Crossroads

In the premiere of Credit Lens: Europe & Beyond, hosts Phoebe Appenteng and Chris Haffenden zoom out from single-name headlines to explore the bigger themes shaping European credit.

They unpack Petrofac’s restructuring chaos, decode the rise of DPI as private equity’s pressure point, and explain why IPO chatter might be more about signaling than actual exits. The duo also dive into the tug-of-war between private credit and traditional markets, and close with a sharp take on Europe’s new defense spending era—and why it might be a lifeline for distressed satellite players like Eutelsat.

This is where credit meets context.

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