· Petite pause aux
· L'achat de Sun Microsystems par IBM pourrait s'effondre : les actions Sun chutent 23%.
· Les « earnings reports » pour le premier trimestre 2009 commencent cette semaine avec Alcoa Inc, suivi par Dow Chemical.
· L'Asie aussi plus bas : Nikkei -0.28%, Hang Seng -0.46%. Pas de changement pour la Bank of Japan, le taux directeur reste à 0.1%.
· Le prix du baril baisse un peu, $51.38 : on revient sur le sentiment qu'une récession longue aura un impacte négatif sur la demande.
· L'or remonte ($878). Sa baisse récente a attiré des acheteurs.
· La banque centrale Australienne a baissé son taux directeur moins que prévu : -0.25% à la place de -0.5%. On est maintenant à 3% (plus bas depuis 49 ans).
· € plus faible contre $, 1.3362. On spécule que la BCE pourrait intervenir et vendre l'euro pour protéger les exportateurs.
· VIX repasse au dessus de la barrière de 40.
· 10-2yr spread 158bps. 5yr CMS @ 2.90%, 3yr @ 2.39%
· L'Europe assez "flat" ce matin. Les futures aux USA sont négatifs.
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