Khagendra Gupta

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.

Khagendra Gupta, a Rates strategist at J.P. Morgan specializing in Nordic markets, joins Francis Diamond to dive into the latest central bank decisions impacting Scandinavia. They dissect the Riksbank's recent 25bp cut and its implications for core inflation and Swedish yields. Khagendra also sheds light on an unexpected Norges Bank cut and its forecast shift. The duo wraps up discussing the potential ripple effects of UK political dynamics on rates, highlighting that current Labour leadership speculation is unlikely to cause immediate market reactions.

Khagendra Gupta, the Head of European Interest Rate Derivatives Strategy at JPMorgan, joins to discuss the intricacies of developed market swap spreads, focusing on the U.S. and German markets. He delves into the impact of central bank balance sheets and the LIBOR transition on U.S. swap spreads. Gupta also analyzes the zero duration spread and regulatory impacts on the market, while providing insights on the outlook for German swap spreads and the fiscal influences shaping international swap spread dynamics.