The expert magazine of Ostrum AM

Read weekly markets analysis by Axel Botte, Ostrum Asset Management's Global Strategist.

Key points

  • European commission lowers growth forecasts
  • Bund near 0.10%, equity markets take a breather
  • Sharp rebound in US dollar
  • US-China talks resume this week
  • Asset allocators pour into high yield, emerging markets

 

Strategy Weekly of February 11th, 2019.

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