· Baisses contenues mais baisses quand même : DJ -1.1%, S&P500 -1.1%, NASDAQ -1.1%, NIKKEI -0.0%, EUROSTOXX -0.6% et en hausse de 1.9% en ce moment.
· Bourse US : toujours certaines craintes de nationalisation de certaines banques. Toutefois, le Trésor s’est engagé à renflouer les pertes bancaires pendant 2 années, ce qui éloigne le spectre de telles nationalisations. Les financières étaient en hausse hier à New York.
· DEXIA : résultats plus mauvais qu’attendus (perte de 3.3 mrds EUR contre 3 annoncés) et rehaussement des réductions de coûts. Selon des confrères, la valeur nette des actifs tangibles serait à 1 EUR (voire 25 centimes en étant très sévère) contre 1.6 pour le cours de bourse. Pas de dividende en 2008.
· RESULTATS : ALLIANZ résultats satisfaisants, NATIXIS plus mauvais que prévu, RANDSTAD plus mauvais que prévu, REPSOL résultats meilleurs que prévu, TELEFONICA résultats OK.
· Le VIX (indice de volatilité des actions américaines) se dégonfle légèrement à 44.7. Légère hausse de l’or à 956 USD l’once de même que le pétrole à 44 USD (Brent Crude Spot). Le USD remonte face à l’EUR à 1.273. Le CMS spread 10-2 ans est stable à 1.36. Les CMS 5 ans est à 2.756 et le 3 ans à 2.331.
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