The expert magazine of Ostrum AM

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

Key points

  • US growth above expectations in 1q 2019
  • Currency markets: the euro below $1.12, cheapest in 2 years
  • Fed status quo anticipated
  • Bund yields near 0%, T-note hover about 2.50%
  • Profit-taking in European high yield

 

Strategy weekly April 29, 2019.

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