The expert magazine of Ostrum AM

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

Key points

  • Equity rally as Washington, Beijing tensions ease

  • Unprecedented credit easing in China

  • Germany faces US protectionist threat

  • Sharp spread narrowing in both credit and high yield

  • Oil prices up sharply

Strategy Weekly of February 18th 2019

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