The expert magazine of Ostrum AM

Every Wednesday, tune in to the podcast by our Head of Markets Strategy Stéphane Déo for a market update and some insight into a theme of the moment.
This week:

Market update

  • TLTRO and “privatization” of QE
  • The Fed and the crisis exit dilemma
  • Sector rotation

 

Theme of the moment

  • The Fed and the $ 10T mortgage market

The podcast is available in French only.

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