The expert magazine of Ostrum AM

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

Key points

  • China’s expected reaction weighs on equity markets
  • Caution warranted : hold on to long duration bias
  • CDS indices wider in late response to equity correction
  • 10-year Italian BTP spreads about 275bp

 

 

Strategy weekly May 13, 2019.

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