About this episode

The episode discusses the upcoming ECB meeting, summer yield thoughts, and UK politics with insights from three guests.

In this podcast Francis Diamond, Khagendra Gupta and Aditya Chordia discuss the upcoming ECB meeting, thoughts on yields over the summer and UK politics. If you have enjoyed listening to our podcast and reading our research we would great appreciate your support for us, the European Rates Strategy team, in the 2026 Extel Global Fixed Income Research survey in the Developed Europe: Economics & Strategy voting section. This podcast was recorded on 17 July 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5366265-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is…

People in this episode

Guests: Francis Diamond, Khagendra Gupta, Aditya Chordia

Topics covered

• European rates
• ECB meeting
• yields
• UK politics
• fixed income research

Keywords

• European Central Bank
• yields
• UK politics
• fixed income
• research

Mentioned in this episode

Organizations: ECB, J.P. Morgan, JPMorgan Chase & Co.

Places: UK

More episodes of At Any Rate

• Global Rates: A long hot summer for front-end inflation markets · July 20, 2026 · 16 min
• Global Commodities: Eyes back on Hormuz · July 17, 2026 · 13 min
• Global FX: CPI/ USD, Model take-aways, EM rundown · July 17, 2026 · 22 min
• EM Fixed Income: Navigating cross-currents, even on the frontier · July 16, 2026 · 21 min
• In Focus: US Defense · July 16, 2026 · 25 min
• US Rates - Cash continues to roll in · July 10, 2026 · 8 min

Explore listener stats, chart rankings, contacts and more on the At Any Rate podcast page.