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, 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.

Khagendra Gupta, an Analyst at J.P. Morgan Global Research, shares insights on the Euro area and UK rate markets as they shake off summer slowdowns. He discusses the upcoming European Central Bank meeting and its implications for interest rates and inflation. The conversation dives into trends like the unusual swap spreads and shifting pricing strategies, while exploring appealing carry and volatility tactics. Gupta also highlights the rise in UK gilt yields and the fiscal challenges impacting future market dynamics.

Khagendra Gupta, a JPMorgan colleague of Francis Diamond, provides insightful analysis on the Euro area and UK rate markets. They discuss trends in yields and volatility, emphasizing cautious strategies for the second half of the year. Expect broad range trading and inter-EMU spread dynamics to dominate the Euro area. In the UK, the Gilt curve faces fiscal challenges, influencing long-term yields. The conversation highlights opportunities for earning carry in the European volatility markets, revealing the interplay between swap spreads and monetary policy.

Khagendra Gupta, an Analyst at J.P. Morgan Global Research, shares insights on the European rates market and the recent ECB interest rate decisions. He discusses how the ECB’s strategies are influenced by economic uncertainties and market expectations. The conversation also dives into the nuances of cross-currency bases, particularly concerning the euro-dollar dynamics. Gupta highlights trends in bond issuance and the impact of geopolitical factors on market trends, all while addressing the implications for euro SSA and sterling markets.