Aditya Chordia and Khagendra Gupta, both analysts at J.P. Morgan Global Research, dive into the future of the European rates market for 2025. They discuss potential macroeconomic scenarios impacting rates, along with insights on intra-EMU spreads and the evolving political landscape in France. The duo examines the dynamics of German swap spreads and important regulatory trends. They also predict euro volatility tied to the European Central Bank's easing measures, while evaluating the Bank of England's monetary policy and its potential effects on bond yields.

Aditya Chordia, Analyst at J.P. Morgan Global Research, joins Francis Diamond to unravel the complexities of the European rates market. They discuss the surge in bond yields and a bearish outlook for 2025, driven by economic divergence in the euro area. The conversation also delves into market volatility, intra-EMU spreads, and the influence of ECB policies. They analyze the expected decline in euro area government bond supply and explore the interconnectedness of the UK and US markets, shedding light on future yield predictions.

Rates strategists Francis Diamond and Aditya Chordia discuss French and UK politics' impact on European rate markets. They cover French spread, intra-EMU spreads, UK election, BoE meeting, carry trades, German duration trading, and ECB's focus on inflation concerns.

Global rates and economics experts Francis Diamond, Raphael Brun-Aguerre, and Aditya Chordia discuss the French election's first round impact on markets, potential outcomes for the second round, implications for European fixed income markets, and a brief look at the upcoming UK general election.

Economics experts Raphael Brun-Aguerre, Aditya Chordia, and Meera Chandan discuss French lower house elections, potential outcomes, and implications on rates/FX markets. Topics include Macron's decision, potential alliances, fiscal policies under Le Pen, market spreads analysis, French bond shifts, FX market impact focusing on Euro and US dollar.