· Pas un poisson d'avril, les marches sont vraiment en hausse ! DJIA +2.01%, NSDQ +1.51%, S&P500 +1.66%.
· Chiffres économiques mieux que prévus : ventes des maison et l'ISM indice sur la production industrielle > le sentiment que la pire de la récession est derrière nous.
· D'autres chiffres montrent que la vente des voitures aux USA en Mars a rebondit de son plus bas depuis 27 ans.
· US Treasury Secretary Geithner aussi en mode "positif: "You're seeing encouraging signs of improvement in our markets".
· Au
· Les marchés asiatiques explosent : Nikkei +4.4%, Hang Seng +5.3%
· Réunion de la BCE aujourd'hui. On attend une baisse du taux directeur de 0.5%. Le taux serait donc @ 1%. € monte un peu vs $ (1.3264). On spécule que Trichet pourrait annoncer la fin du cycle de baisse des taux.
· Yen plus faible. Les investisseurs cherchent les devises à haut rendement.
· Prix du baril légèrement à la hausse @ $49.40. L'or stable @ $922. VIX un peu à la baisse @ 42.20
· 10-2yr spread @ 162bps. 5yr CMS @ 2.66%, 3yr @ 2.12%.
· La réunion G20 continue aujourd'hui à Londres….d'être banquier dans le « City » pour le moment est un métier à risque !
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