· Nouveau rebond technique de courte durée? : DJ +3.3%, S&P500 +4.0%, NASDAQ +3.9%, NIKKEI +2.7%, EUROSTOXX -0.7% et en hausse de 1.5% en ce moment.
· ECONOMIE US : Ben Bernanke, le patron de la FED, n’exclut pas la possibilité d’une poursuite de la récession en 2010 si le système financier ne retrouve pas une certaine sérénité. Une telle éventualité ferait de cette crise la plus grave des 100 dernières années après la Grande dépression de la fin des années 20.
· BANQUES EUROPE : DEXIA , KBC (et d’autres) ont été fortement sous pression ces derniers jours et ont terminé la session d’hier par un aller-et-retour (par une figure que les chartiste nomment « hammer » et qui est souvent indicative d’un rebond technique). DEXIA publie ses résultats finaux demain et devrait donner des détails sur ses orientations stratégiques (scission ou pas).
· Le VIX (indice de volatilité des actions américaines) se dégonfle à 45.5. Prise de bénéfices sur l’or à 952 USD l’once alors que le pétrole est stable à 42 USD (Brent Crude Spot). Le USD baisse face à l’EUR à 1.286. Le CMS spread 10-2 ans est en baisse à 1.37. Les CMS 5 ans est à 2.738 et le 3 ans à 2.317.
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