BOURSES : tous les indicateurs techniques indiquent une zone de surachat. Pas besoin de se casser la tête pour trouver une explication économique ; la situation s’améliore très progressivement et il n’y a plus de grosses nouvelles. On est dans une situation de trading range. Il va falloir faire les bons choix d’investissement.
AUTOMOBILES : les ventes de voitures en Europe continuent à baisser mais moins fortement grâce aux incitants gouvernementaux. Au niveau des pays (R-U et Espagne en berne) et des marques, les bilans sont contrastés : VOLKSWAGEN et FIAT ont vu leurs ventes progresser grâce aux primes à la casse et aux petites voitures économiques. Les françaises et les américaines souffrent davantage mais aussi les segments des voitures de luxe (BMW, DAIMLER)
Le VIX (indice de volatilité des actions américaines) est repassé au-dessus des 30 à 30.8. L’or baisse est stable à 934 l’once et le pétrole (BRENT CRUDE SPOT) est en retrait à 69.5 USD. Le USD se reprend un peu face à l’EUR à 1.39. Le spread 10-2 ans est à 1.77. Les CMS 5 ans est à 3.0 et le 3 ans à 2.4.
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