The expert magazine of Ostrum AM

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

Key points

  • Equity markets upbeat ahead of FOMC, dollar slides
  • Fed: status quo on rates and balance sheet contraction to end by year-end
  • Brexit: May’s last hand
  • Sharp spread tightening in euro credit markets
  • Portugal’s rating upgraded to BBB (S&P)  

 

Strategy Weekly of March 18th, 2019.

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