Nicolaie Alexandru-Chidesciuc

Ravi Balakrishnan, Chief European Economist at J.P. Morgan, joins Nicolaie Alexandru-Chidesciuc, Head of EM Economics, and Aditya Chordia, European Rate Strategy expert, to discuss pressing issues in European defense spending and Ukrainian reconstruction. They dive into the staggering funding needs estimated between $350 to $500 billion. The trio explores complex strategies for bolstering EU military budgets amid geopolitical tensions and the implications for sovereign debt and markets, all while contemplating the role of frozen Russian assets and inflation.