· ECONOMIE MONDIALE : M. Strauss-Kahn n’a plus de temps pour les frivolités. Le FMI ne cesse de revoir ses prévisions de croissance à la baisse et table sur un recul de 1.3% du PIB mondial et un rebond modeste de 1.9% en 2010. Les économies matures devraient reculent cette année de -3.8% (US: -2.8%; zone Euro: -4.2%; Japon -6.2%), la Chine croître de 6.5% et l’Inde de 4.5%
· RESULTATS : bonne surprise chez Crédit Suisse, NOVARTIS en ligne, AKZO et ABB décevants
· MADOFF : la presse française fait état d’éléments très étranges dans le dossier LUXALPHA.
· Le VIX (indice de volatilité des actions américaines) remonte légèrement à 38.1. L’or est en rebond à 892 USD l’once et le pétrole (BRENT CRUDE SPOT) est baissier à 48.8 USD. Le USD est un peu faiblard face à l’EUR à 1.30. Le spread 10-2 ans est à 1.50. Les CMS 5 ans est à 2.815 et le 3 ans à 2.325.
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