Jour Inflation, Qcom s'envole, pétrole sous pression et le sommet qui change tout : Mood du jour

Jour Inflation, Qcom s'envole, pétrole sous p...

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Iran, taux US s'envole et Nvidia mercredi : la semaine de tous les dangers 🚨

Il est 4h55. Trump a posté la nuit dernière : "For Iran, the Clock is Ticking." Le Brent repasse 108$. Le taux 10 ans américain s'envole à 4.63%, plus haut depuis janvier 2025, pendant que le 30 ans franchit 5.1%. Kevin Warsh prend la tête de la Fed dans un contexte d'inflation à ...  Show more

Sommet Xi sans percée, taux japonais au plus haut depuis 1997 : le carry trade se réveille

Au programme ce matin : Air Force One vient de décoller de Pékin. Deux jours de sommet Trump/Xi, des gestes symboliques, 200 Boeing, du bœuf américain mais Ormuz toujours fermé et aucun deal concret sur les terres rares ni l'IA. Pendant ce temps, Tokyo envoie un signal que beauco ...  Show more

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