The expert magazine of Ostrum AM

Read our market review and find out all about our theme of the week in MyStratWeekly with our experts Stéphane Déo, Axel Botte, Aline Goupil-Raguénès and Zouhoure Bousbih.
 
This week:

Topic of the week: A game changer for banks?

  • We show that the health of the banking sector is of key importance for the implementation of monetary policy. Hence the ECB’s attention to the sector.
  • European banks are still plagued with many issues and low profitability, we show that they have also undergone profound structural changes and have a very different risk profile than it used to.
  • The more favorable guidance, just released by the ECB, on banks merger is not a game changer but could hasten the process of consolidation.
     

Market review: Profit taking across financial markets

  • Biden announces $1.9T relief plan
  • Political risk returns in Italy
  • T-note yield below 1.10%
  • Equities consolidate towards weekly close

 

MyStratWeekly : Market views and strategy

Download Download MyStratWeekly - 18 January 2021
  • Stéphane Déo

    Stéphane Déo

    Head of markets strategy

  • Axel Botte

    Axel Botte

    Global strategist

  • Aline Goupil-Raguénès

    Aline Goupil-Raguénès

    Developed countries strategist

  • Zouhoure Bousbih

    Zouhoure Bousbih

    Emerging countries strategist