· Les banques US sauvent la mise malgré les montants colossaux qu’ils restent à amortir. Serait-ce déjà digéré par les marchés et dans les cours ? On est tenté de le croire au vu du rebond d’hier.
· TOYOTA . la production du premier constructeur japonais (qui devait supplanter durablement GM en tant que premier producteur monial) va retomber au niveau de 1978. On voit que la crise touche même les sociétés en acier inoxydable, Toyota étant très présent dans le segment des petits modèles peu gourmands et très fiables. Peut-être une carte à rejouer plus tard.
· Les rachats dans le hedge funds ralentissent à mesure que les performances redeviennent acceptables.
· Le VIX (indice de volatilité des actions américaines) baisse à 37.1. L’or est en retrait à 885 USD l’once et le pétrole (BRENT CRUDE SPOT) est stable à 49.3 USD. Le USD est stable face à l’EUR à 1.29. Le spread 10-2 ans est à 1.50. Les CMS 5 ans est à 2.797 et le 3 ans à 2.305.
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