Les dépêches dimanche 5 juin.

Les investisseurs parleront à nouveau d’inflation la semaine prochaine avec la dernière lecture sur les prix à la consommation qui devrait arriver le 10 juin.

Les économistes prévoient que l’inflation globale sera de 8,2 % en glissement annuel pour mai contre 8,3 % en avril et verra l’IPC de base après avoir retiré l’alimentation et les coûts de l’énergie chutent à 5,9 % contre 6,2 %. 

Certains analystes maintiennent ouverte la possibilité d’un rallye s’il n’y a pas de surprise à la hausse de l’IPC. « Les investisseurs sont dans une situation plus constructive, et cela peut se poursuivre si l’IPC est proche du consensus ou mieux », a noté Art Hogan, stratège en chef de National Securities.

Les hedge funds souffrent:

June 2 – Bloomberg: “Losses at Tiger Global Management reached 52% this year, prompting the firm to cut management fees and create separate accounts for the illiquid wagers of customers who want to redeem. The firm’s hedge fund sank 14.2% last month, buffeted by losses in several stocks and substantial markdowns in its private assets…”

June 3 – Reuters: “Hedge fund investors are bracing for a river of red ink as firms begin reporting returns for May when the stock market hovered near bear territory on disappointing earnings and worries about aggressive rate hikes, investors and fund managers said… Data from Hedge Fund Research shows the HFRX Global Hedge Fund Index slipped 1% in May, leaving it down 3.31% for the first five months of 2022. But preliminary numbers from some firms show far bigger losses, especially at funds that had invested heavily in technology and biotechnology stocks… RTW Investments, one of the industry’s hottest biotech funds, told investors that performance estimates for its RTW Flagship Fund including designated investments show the portfolio losing 9.51% in May. For the year, it has fallen 34.5%. Life sciences and biopharma hedge fund Perceptive Advisors lost 19.4% in May, leaving the fund down 41.5% for the year following double digit losses in 2021…”

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