on réduit les pertes sur le CAC
Une vague d’aversion au risque profite aux OAT qui se détendent largement à 0,94% (contre 0,980%) et aux Bunds allemands (-5Pts de base à 0,185%). Le ‘spread’ retombe à 0,75 pbs contre plus de 80pbs il ya deux jours et sur la semaine, les dettes ‘du core’ bénéficient d’une détente significative de -10 à -12Pts de base. Aux USA même mouvement , le rendement du 10 ans revient à 2,32%.
[Bloomberg] Stocks Sell Off as Gold Rises Before Trump Speech: Markets Wrap
[Reuters] Exclusive: Trump calls Chinese ‘grand champions’ of currency manipulation
[Reuters] China says no intention of using currency devaluation to its advantage
[Bloomberg] Mnuchin Tells Carney to Expect America-First Push on Regulation
[Bloomberg] The Trump Team’s Evolving Currency-Market Rhetoric: A Timeline
[Politico] Trump’s ‘big fat bubble’ trouble in the stock market
[Reuters] Exclusive: Trump says Republican border tax could boost U.S. jobs
[Bloomberg] J.C. Penney to Shut as Many as 140 Stores as Industry Slumps
[Bloomberg] China’s New Banking Regulator Chief Faces Daunting Challenges
[Bloomberg] China Said to Name Reformer Guo as Head of Banking Regulator
[Reuters] China steams past U.S., France to be Germany’s biggest trading partner
[Bloomberg] Canadian Inflation Surges to 2.1% in January on High Gas Prices
[NYT] The Big Question for the U.S. Economy: How Much Room Is There to Grow?
[NYT] China Names Guo Shuqing, a Rapid-Fire Regulator, to Oversee Troubled Banks
[WSJ] Fed Isn’t Ready to Cut Balance Sheet Yet