Khagendra Gupta
Rates analyst focused on technical drivers in swap and gilt markets, discussing seasonal corporate issuance, pension fund flows and UK Bank of England outlook.
Best podcasts with Khagendra Gupta
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8 snips
Nov 26, 2025 • 37min
Global Rates 2026 Outlook
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.
7 snips
Jan 9, 2026 • 13min
European Rates: January supply and technical drivers in Euro area rates, UK rates update
Aditya Chordia, a Euro area issuance specialist, shares insights on the record €1.46 trillion gross issuance forecast for 2026, driven by German increases. He discusses the implications for German yields, suggesting they’ll remain range-bound. Khagendra Gupta, a rates analyst, illuminates the seasonal uptick in corporate issuance and its effects on swap spreads, while highlighting the impact of Dutch pension transitions on the swap curve. They also touch on the Bank of England's easing outlook amid a hawkish tone.
