Khagendra Gupta

Khagendra Gupta, an Analyst at J.P. Morgan Global Research with a keen focus on cross-currency basis markets, dives deep into European cross currency dynamics with host Francis Diamond. They unravel the complexities of the euro-US dollar basis, discussing how short-term flows and Yankee bonds play a role. Gupta also sheds light on how central bank policies, particularly those of the Federal Reserve and the Bank of England, influence market conditions, hinting at potential shifts in the basis curve. A fascinating exploration of global finance!

Aditya Chordia and Khagendra Gupta, both analysts at J.P. Morgan Global Research, dive into the future of the European rates market for 2025. They discuss potential macroeconomic scenarios impacting rates, along with insights on intra-EMU spreads and the evolving political landscape in France. The duo examines the dynamics of German swap spreads and important regulatory trends. They also predict euro volatility tied to the European Central Bank's easing measures, while evaluating the Bank of England's monetary policy and its potential effects on bond yields.

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.