Khagendra Gupta
European rate derivative strategist and host of this episode who guides the conversation and coordinates contributions from global rate strategy colleagues at J.P. Morgan Global Research.
Best podcasts with Khagendra Gupta
Ranked by the Snipd community
11 snips
Feb 6, 2026 • 10min
European Rates: ECB and BoE February meetings, skinny carry in Euro area, increased UK political noise
Aditya Chordia, J.P. Morgan fixed income strategist focused on spread and carry trades, and Khagendra Gupta, J.P. Morgan European rates strategist expert on central bank liquidity tools, discuss ECB and BoE February decisions. They unpack ECB repo and swap frameworks, talk limited market impact from facility tweaks, warn on skinny carry across euro spreads, and debate rising UK political noise and gilt moves.
Sep 26, 2025 • 10min
Global Rates: Scandi Central Banks and noisy UK politics
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.
