The expert magazine of Ostrum AM

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

Key points

  • Fed statement no longer indicates further rate increases
  • Rally in credit spreads, high yield and emerging bonds
  • US EPS upbeat in 4q18, but guidance lower
  • T-note yields about 2.70%, Bund stuck under 0.20%
  • Recession in Italy spell higher spreads

Strategy Weekly of February 4th 2019

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