Sur le court terme, il nous semble, comme nous l’avons déjà dit1, que la hausse récente de l’eurodollar a été trop rapide. Du côté des USA, les attentes sur la Fed nous apparaissent encore trop
complaisantes et l’on voit difficilement la banque centrale américaine ne pas réagir à
l’assouplissement des conditions financières alors que la conjoncture américaine est, somme toute,
correcte et que les excès de capacité se réduisent...
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