Aditya Chordia

In a deep dive, Aditya Chordia, a European Rates Strategist at J.P. Morgan, shares insights on the latest German fiscal policies and the NATO meetings' influence on European rates. He discusses the projected government deficits and the anticipated surge in bond issuance. The conversation also touches on de-dollarization trends affecting currency demand, alongside cautious investor strategies in Italy's rates market. Finally, he explores shifts toward European bonds, revealing implications for the UK yield curve in a transforming global economic landscape.

Aditya Chordia, a European Rates Strategist at JP Morgan, and Khagendra Gupta, also a European Rates Strategist there, dive into the nuances of the European rates markets. They discuss the intriguing impact of de-dollarization, shifting demand for Eurozone bonds, and the implications for German yields. The conversation also covers recent developments from the Bank of England, expected economic indicators, and interest rate decisions from the Riksbank and Norges Bank, shedding light on the current market landscape and investment strategies.

Ravi Balakrishnan, Chief European Economist at J.P. Morgan, joins Nicolaie Alexandru-Chidesciuc, Head of EM Economics, and Aditya Chordia, European Rate Strategy expert, to discuss pressing issues in European defense spending and Ukrainian reconstruction. They dive into the staggering funding needs estimated between $350 to $500 billion. The trio explores complex strategies for bolstering EU military budgets amid geopolitical tensions and the implications for sovereign debt and markets, all while contemplating the role of frozen Russian assets and inflation.