Plus forte hausse des prix depuis 2009 aux USA , forte hausse des prix de l’énergie. L’effet de base qui va amplifier la mesure de l’inflation ne jouera qu’à partir de mai. Voyons si le discours des autorités va s’inflechir ou non, à mon sens on va nous replacer du « transitoire » mais avec une conviction plus nuancée.
[Yahoo/Bloomberg] Treasuries Steady With S&P After CPI Data: Markets Wrap
[AP] US recommends ‘pause’ for J&J vaccine over clot reports
[CNBC] U.S. consumer price index rose 0.6% in March, vs 0.5% increase expected
[Yahoo/Bloomberg] U.S. Consumer Prices Increased by More Than Forecast in March
[Reuters] China’s March trade surplus with United States at $21.37 billion
[Yahoo/Bloomberg] Red Lights Flashing in Credit Markets as Huarong Concern Grows
[Yahoo/Bloomberg] Evergrande Fails ‘Three Red Lines’ Test as Peers Improve
[Yahoo/Bloomberg] SPAC Boom Faces New SEC Threat With Accounting Crackdown
[Yahoo/Bloomberg] Record Number of ETFs Launch Into Industry Deluged With Cash
[Yahoo/Bloomberg] ECB Seeks Details on Banks’ Hedge Fund Risks After Archegos
[Yahoo/Bloomberg] China Warns 34 Tech Firms to Curb Excess in Antitrust Review
[Yahoo/Bloomberg] Rhetoric Builds Over Ukraine Tensions With Blinken in Europe
[Reuters] Japan to release contaminated Fukushima water into sea after treatment
[Bloomberg] Day Traders Know a Bubble When They See One, and They Want In
[FT] Russia’s rouble sinks as mounting Ukraine tensions add to jitters
[FT] Bonds of China’s largest bad debt investor plunge to record low
[FT] El-Erian: Private lenders to emerging markets face threat