Journée volatile surtout en fin de session: le DJIA a récupéré une baisse de 110 points dans la dernière heure pour clôturer +1.17%. S&P500 +0.96%, NSDQ +0.82%.
Chiffres économiques assez positifs : la demande pour les biens durables à la hausse (+3.4%) et les ventes de nouvelles maisons aussi meilleures que prévues.
Encore pas mal de chiffres aujourd'hui, notamment GBP aux USA.
On remarque un sentiment d'optimisme que les efforts des banques centrales/gouvernements pour relancer l'économie commencent à porter des fruits.
L'indice S&P500 vit sa meilleure performance mensuelle depuis 17 ans ! Les financiers montent de 4.6% (+55% depuis Mars 6).
Aux USA et UK, on a du mal a vendre le dette gouvernementale > les taux sont légèrement à la hausse.
L'Asie aussi positif : NIKKEI +1.84%, Hang Seng +2.9%.
Le prix du baril @ $53.30. Le fait que l'économie globale à l'air de se stabiliser fait croire que la demande globale pourrait augmenter.
Gold stable @ $936
Le "rally" dans les actions et un retour (graduel) d'un appétit pour le risque font bouger les devises. Les investisseurs qui cherchent les rendements plus élevés font baisser un peu le $ et le YEN.
€/$ @ 1.3583. VIX @ 42.25. 10-2 yr spread @ 156bps. 5 yrs CMS @ 2.86%. 3 yr CMS @ 2.33%.
Europe timide ce matin, assez "flat". Les futures aux USA sont positives.
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