Aditya Chordia

Jay Barry, Head of Global Rates Strategy at J.P. Morgan, and Aditya Chordia, European Rates Strategist at J.P. Morgan, dive into the future of government bond issuance. They discuss the pressing impact of central bank quantitative tightening and the implications of budget deficits on term premiums in the U.S. and U.K. The duo also explores how political changes are reshaping U.S. fiscal strategies and analyze yield movements amidst evolving market dynamics in Europe and Japan. It's a fascinating look into global financial trends!

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.

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.