· Evolution encourageante: DJ +0.7%, S&P500 +1.1%, NASDAQ +1.0%, NIKKEI +0.6% et EUROSTOXX -0.1% et en hausse de 2% en ce moment
· Journée de prise de bénéfice sur les financières hier en Europe mais net rebond des financières hier à New. Ces valeurs ont actuellement la forme sur le Vieux continent. Possible révision des termes de l’accord entre BNPPARIBAS et le gouvernement belge sur FORTIS, en fonction des décisions prise lors de la prochaine assemblée générale à la mi-février.. Le titre reprend 10%.
· Décision de la FED ce soir. On n’attend rien évidemment sur le front des taux mais peut-être des annonces en ce qui concerne l’injection de liquidités dans le système via les achats de titres de la dette américaines. Il y a des rumeurs que les Coréens, voir les Chinois, seraient tentés de se défaire de treasuries à long terme (ils détiennent pas mal d’oblig à 30 ans).
· Le VIX (indice de volatilité des actions américaines) est à nouveau en baisse à 42.3. L’or est stable à 897 USD l’once alors que le pétrole rebaisse à 43.5 USD. Le USD est stable face à l’ EUR à 1.33. Le spread 10-2 ans est stable à 1.37.
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