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All into Account: ‘French Elections update and the view on European Rates,’ with Raphael Brun-Aguerre, European Economist and Aditya Chordia, European Rates Strategist episode artwork

EPISODE · Jun 21, 2024 · 19 MIN

All into Account: ‘French Elections update and the view on European Rates,’ with Raphael Brun-Aguerre, European Economist and Aditya Chordia, European Rates Strategist

from All into Account · host J.P. Morgan Global Research

Raphael joins us to provide an overview of the French political developments and their potential impact on the economy. Aditya provides an update of his scenarios for European rates markets and how to position for duration, as we consider whether this situation is idiosyncratic to France or broadening to other Euro sovereign spreads. Speakers: Thomas Salopek, Head of Global Cross Asset Strategy Raphael Brun-Aguerre, European Economist Aditya Chordia, European Rates Strategist This podcast was recorded on 21 June 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4730678-0, https://www.jpmm.com/research/content/GPS-4730510-0, https://www.jpmm.com/research/content/GPS-4725293-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved.

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All into Account: ‘French Elections update and the view on European Rates,’ with Raphael Brun-Aguerre, European Economist and Aditya Chordia, European Rates Strategist

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