BANQUES : JP MORGAN est une des 10 banques qui rembourseront anticipativement le TARP, dans le but de «restaurer» la confiance.
OPA : BLACKROCK, déjà la plus grosse boîte de gestion d’actifs aux E-U pourrait débourser 13 mrds de USD pour racheter la division fonds de BARCLAYS, ce qui en ferait la plus grosse acquisition dans le monde de l’asset management.
OBLIGATIONS . les taux obligataires sont repartis violemment à la hausse. Il convient d’être prudent à ce stade sur l’obligataire, d’Etat comme d’entreprise, après les belles performances de, respectivement. 2008 et 2009.
Le VIX (indice de volatilité des actions américaines) reste au-dessous des 30 à 29.8. L’or progresse est à 954 et l’once et le pétrole (BRENT CRUDE SPOT) à 68.9 USD. Le USD reste faiblard face à l’EUR à 1.39. Le spread 10-2 ans est à 1.71. Les CMS 5 ans est à 3.09 et le 3 ans à 2.5.
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