In this podcast we discuss our medium term views on Euro area inflation, its impact on ECB delivery. We also discuss our main trading themes on the German curve, intra-EMU spreads, money market/swap curve, swap spreads, and rates volatility. Speakers Fabio Bassi, Head of European Rates Strategy Aditya Chordia, European Rates Strategist Francis Diamond, UK Gilt and European Inflation Strategist Khagendra Gupta, European Rates Strategist This podcast was recorded on June 24, 2022. This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4129745-0for more information; please visit www.jpmm.com/research/disclosures for important disclosures. 2022 JPMorgan Chase & Co. All rights reserved.