GBP : la livre se reprend dans un contexte de stabilisation du marché immobilier anglais, qualifié par certains non résidents de « screaming buy ». Les institutionnels étrangers aussi se réintéressent vivement à la « perfide » Albion, en raison du potentiel d’appréciation de la monnaie, en net retrait par rapport à sa moyenne historique longue.
Banques : Lloyds a placé 4 mrds de GBP afin de rembourser une partie des actions préférentielles détenues par l’Etat britannique ; son patron Victor Blank se retire. Le nouveau patron de la Soc Gen, Patrick Oudéa, n’exclut pas de nouvelles dépréciations.
Le VIX (indice de volatilité des actions américaines) est stable autour de 33. L’or remonte à 931 l’once et le pétrole (BRENT CRUDE SPOT) est stable à 55.7 USD. Le USD est stable face à l’EUR à 1.347. Le spread 10-2 ans est à 1.87. Les CMS 5 ans est à 2.66 et le 3 ans à 2.02.
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