The dollar index drops 0.62%, and falls back to 90.44. Symptom of an economic situation that is still very difficult. Commodities continue to rise 1.3% in real terms: we still belive that perhaps there are excessive confidence in the recovery. However, interesting signals come from the bond market. The US10y yeld rises by another 4 bps to 1.21%. This feeds hopes for a rapid recovery of the US and world economy. The stock market also seems to have the same opinion.
