jeudi 4 juin 2009

Pas de changement prévu lors de la réunion de la BCE

·       Vendredi il y a aura des chiffres sur le marché de l'emploi aux USA et on crainte des mauvaises nouvelles. On est aussi inquiété par la valorisation des actions qui a monté assez rapidement.

·       Le marché était déçu par le chiffre pour l'indice ISM (secteur des services) qui était en hausse mais pas autant qu'attendu par les analystes.

·       Le VIX monte a 31…le retour de la volatilité !?

·       L'or a récupéré un peu depuis sa forte baisse. On était à $980, maintenant on est à $967.

·       Le prix du baril se stabilise aussi après avoir atteint un niveau de $68.50. L'augmentation inattendue des inventaires aux USA a poussé le prix à la baisse : $66.80

·       $ tjs faible contre € : 1.4233. On spécule que les banques centrales et les « sovereign wealth funds » pourraient diversifié en dehors du $ suite aux craintes sur l'augmentation de la déficit aux USA.

·       La BCE et le Bank of England ont leurs réunions respectives aujourd'hui sur le politique monétaire. Pas de changement prévu.

 

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