- Première résistance cassée : DJ +2.6%, S&P500 +3.4%, NASDAQ +2.6%, NIKKEI +1.7% (fermé jusqu’à jeudi) et EUROSTOXX +1.8%, et en hausse de 0.6% en ce moment.
- OR : les banques centrales ont contribué au soutien du métal jaune et les quotas de vente restent d’application, ce qui devrait limiter le retrait de l’or en cas de poursuite de la hausse des bourses.
- ECONOMIE : l’Europe a revu ses prévisions de croissance … à la baisse et s’attend à une contraction de 4%. C’est donc bien la plus grave crise depuis la seconde Guerre mondiale. Le chômage devrait atteindre un pic en 2010, de même que les déficits publics. Néanmoins, les signes correspondant à la fameuse inflexion apparaissent, notamment dans la construction résidentielle aux USA ou les semi-conducteurs.
- BANQUES : démenti de la part de BANK OF AMERICA des rumeurs d’augmentation de capital. Les résultats d’UBS au Q1 affichent une perte nette de 2 mrds de CHF. Le titre est aussi cher que CREDIT SUISSE pour moins de perspectives et plus de risque.
- Le VIX (indice de volatilité des actions américaines) est en baisse à 34.5. L’or remonte à 902.5 l’once et le pétrole (BRENT CRUDE SPOT) est en hausse à 53.6 USD. Le USD est stable face à l’EUR à 1.33. Le spread 10-2 ans est à 1.65. Les CMS 5 ans est à 2.74 et le 3 ans à 2.17.
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