The expert magazine of Ostrum AM

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

Key points

  • Equity markets up 2% last week
  • Banking sector: ECB will take account of margin impact of negative rates
  • T-note yields stabilise above 2.40%
  • Dollar strengthens against euro, yen
  • CDS indices tighten, favourable backdrop for cash corporate credit

Strategy weekly April 1st, 2019.

Download Download