Aditya Chordia

In this insightful discussion, Phoebe White shares her expertise on U.S. inflation and forecasts a path for Treasury yields, while Ipek Ozil delves into U.S. swap spreads and introduces compelling option strategies for the coming year. Khagendra Gupta presents his take on the volatility of German swap spreads, and Aditya Chordia analyzes the outlook for German yields and intra-EMU spreads against a backdrop of evolving political risks. Together, they provide a comprehensive view of global rates as we head towards 2026.

Join Aditya Chordia and Khagendra Gupta, both Rates Strategists at J.P. Morgan, as they dissect the impact of the recent ECB meeting on European markets. They delve into the bullish outlook for long-duration positions and the implications of political shifts in France, including a new prime minister's budget challenges. Insights into upcoming BoE decisions and the role of Dutch pension funds in indexation strategies add depth to the conversation, making it a must-listen for anyone interested in global rates.

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.