The expert magazine of Ostrum AM

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

Key points

  • Fed statement hinting at rate cut in near future
  • Market equilibrium crucially depends on cut being delivered
  • Treasuries: steepening and wider inflation breakevens to come
  • Lower dollar benefits risk assets

Weekly Strategy June 24, 2019.

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