The expert magazine of Ostrum AM

Read weekly markets analysis by Axel Botte, Ostrum Asset Management's senior strategist.

Key points

  • Powell: a pause in the tightening cycle?
  • Draghi on automatic pilot
  • S&P making new 2018 lows
  • Hold long duration in Bunds, Treasuries
  • Emerging spreads ease ahead of Fed meeting

Strategy Weekly of December 17th 2018

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