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In this podcast Francis Diamond, Aditya Chordia and Elisabetta Ferrara discuss recent German fiscal and NATO events this week as well as views on carry as a theme, an update on tracking de-dollarisation flows and thoughts on UK rates.

Speakers Francis Diamond, Head of European Rates Strategy Aditya Chordia, European Rates Strategy Elisabetta Ferrara, European Rates Strategy

This podcast was recorded on June 27, 2025.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-50149

Global Rates: European rates markets roundup: German fiscal, NATO meeting, carry themes, de-dollarisation flows and UK rates

At Any Rate