The expert magazine of Ostrum AM

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

Key points

  • Yields move higher as volumes return post-Thanksgiving break
  • Signs of stabilization in manufacturing activity
  • Some profit-taking in equity markets
  • Sharp outperformance of high yield bonds, iTraxx XO near 225bp

Strategy Weekly December 02, 2019.

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