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Fed: dual mandate vs. external risks

18.12.2018

Read weekly markets analysis by Axel Botte, Ostrum Asset Management's senior strategist

• Powell: a pause in the tightening cycle?
• Draghi on automatic pilot
• S&P making new 2018 lows
• Hold long duration in Bunds, Treasuries
• Emerging spreads ease ahead of Fed meeting

 

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On 3 April 2018, Natixis Asset Management became Ostrum Asset Management.