· Asie en mauvaise forme, US fermé: DJ -/-, S&P500 -/-, NASDAQ -/-, NIKKEI -1.4%, EUROSTOXX -1.6% et en baisse de 1.5% en ce moment.
· FORTIS : rien de concret après la réunion d’hier à Paris entre les représentants belges et ceux de BNPPARIBAS.
· AUTOMOBILE US : GM envisage de réduire fortement la voilure en Europe et notamment à Anvers. On imagine que la pression des autorités américaines doit être élevée pour recentrer la production aux E-U. Il est vrai que les filiales européennes (contrairement à Renault-Vilvoorde à l’époque de sa fermeture) n’ont jamais été très rentables. Les aspects pratiques, et notamment légaux, sont on ne peut plus délicats. Une telle opération, sans doute politiquement justifiable, ne peu garantir à elle seule la viabilité du géant américain.
· WAL-MART sort ses chiffres pour 2008 (exercice à fin janvier) cet après-midi.
· KBC : a lâché 12% hier et perd encore 9%, sans doute à cause des craintes sur l’avenir de l’Europe de l’est.
· Le VIX (indice de volatilité des actions américaines) est stable à 41. L’or est reprend sa phase de rebond à 960 USD l’once et le pétrole reste faiblard à 42.3 USD. Le USD se reprend face à l’ EUR à 1.263. Le spread 10-2 ans est stable à 1.44. Les CMS 5 ans est à 2.78 et le 3 ans à 2.31.
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