The expert magazine of Ostrum AM

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

 

Key Points

 

  • ECB: tiering and deposit rate cut
  • QE criticised by ECB policymakers
  • Lower risk aversion: gold, VIX and yen down
  • Confirmation of equity rebound, emerging debt and CDS spreads narrow

Strategy weekly - September 9, 2019

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