vendredi 27 mars 2009

Tourisme et transport toujours en berne

·         Bourse US en forme : DJ +2.3%, S&P500 +2.3%, NASDAQ +3.8%, NIKKEI -0.1% et EUROSTOXX +0.4% et en hausse de 0.2 % en ce moment.

·         USA : les cycliques avaient le vent en poupe hier à New York, grâce aux quelques bonnes nouvelles économiques (ventes de nouvelles maisons, PMI et révision du PIB Q4)

·         Le tourisme et le transport en général sont toujours en berne : AIR France a annoncé une perte de 200 mlns d’EUR pour 2008 et s’attend à un résultat nul pour 2009.

·         Le VIX (indice de volatilité des actions américaines) est presque tombé 40 (40.4). L’or est en rebond à 935.4 USD l’once et le pétrole (BRENT CRUDE SPOT) est stable à 52.3 USD. Le USD est stable face à l’EUR à 1.355. Le spread CMS 10-2 ans est à 1.52. Les CMS 5 ans est à 2.757 et le 3 ans à 2.264

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