The expert magazine of Ostrum AM

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

Key points

  • Shutdown: US government reopens until February 15th, 2019
  • ECB TLTROs to be debated in March?
  • Powell may validate pause in Fed cycle
  • Sterling pricing in Brexit postponement?
  • Credit and emerging debt spreads coming in

Strategy Weekly of January 28th, 2019.

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