· Le marché a attaché plus d’importance au composant « personal consumption » du GDP qui était en hausse de +2.2%.
· Sur le mois d’avril, le S&P500 est en hausse de +9.5%. La meilleure hausse sur un mois depuis Mars 2000.
· 68% des sociétés qui ont déjà annoncé leurs résultats pour ce 1er trimestre ont des chiffres meilleurs que les estimations.
· L’Asie aussi très positive : Nikkei +3.9%, Hang Seng +3.2%. Les chiffres sur la production industrielle au Japon montraient une augmentation dans la production pour la première fois depuis 6 mois.
· Le prix du baril à $51.50. Plus d’optimisme que l’économie globale et aussi la demande pour le pétrole vont rebondir bientôt.
· L’or passe sous la barrière de $900. On remarque un peu de « profit taking » dès que le prix monte au dessus de ce niveau.
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