· Les bourses aux
· Pour la première fois depuis Janvier, l'indice VIX a clôturé sous la barrière de 40 (39.70 précisément).
· Les bourses ans Asie aussi en hausse : Nikkei +1.24%, Hang Seng +2.76%. Les actions HSBC montent de 2.9% : la société a bien réussi son émission des droits, récoltant $17.7 milliards.
· Le YEN a son plus bas depuis 5 mois contre $ et € : bonne nouvelle pour les exportateurs Japonais.
· Le prix du baril au-dessus de $53 : les investisseurs retrouvent un appétit pour les commodities.
· Le prix de l'or continue sa baisse ($878) : -5% en 3 jours. Moins d'intérêt pour ce métal en tant que valeur refuge suite à la montée des actions.
· € restent stable vs $ @ 1.3520. On se focalise pour le moment sur la différentiel des taux. Le fait que la BCE n'a baissé que 0.25% la semaine passée semble être assez positif pour l'euro.
· 10-2 yr spread @154bps. CMS 5yr @ 2.92%, CMS 3yr @ 2.44
· Ca démarre
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