Faiblesse en fin de séance vendredi à New York malgré le soutien des valeurs exportatrices portées par la faiblesse du billet vert. Les bourses anglaise et américaine sont fermées aujourd’hui.
IFO : l’indicateur de confiance des businessmen allemand est attendu en hausse pour le 2e mois consécutif à 85, en réaction au plan de relance et aux fortes baisses de taux. INFINEON a annoncé que le plus bas pour son chiffre d’affaires avait été atteint en mars et que la situation devait, dès lors, s’améliorer.
PETROLE : soulagement pour les économies du Proche-Orient depuis que le pétrole est repassé au-dessus des 50 USD le baril. La consommation de pétrole est attendue en baisse pour l’ensemble de 2009 mais l’exploration de nouveaux gisements s’est aussi réduite, de 20%, ce qui explique la correction positive de l’or noir.
Le VIX (indice de volatilité des actions américaines) est en légère hausse à 32.6. L’or progresse à nouveau à 954 l’once et le pétrole (BRENT CRUDE SPOT) est stable à 60 USD. Le USD est stable à l’EUR à 1.40. Le spread 10-2 ans est à 1.95. Les CMS 5 ans est à 2.85 et le 3 ans à 2.17.
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