Europese beurzen openen hoger op het nieuws dat Al Qaeda-leider Osama bin Laden is gedood in Pakistan. Olie en zilver laten echter een forse daling zien. “Een verlaging van de risicopremie”, stelt Mohamed El-Erian van obligatiebelegger Pimco.
Van FT Alphaville:
“Markets will see the news as implying an overall reduction in terrorist threats, the elimination of a specific security risk and, as such, a lowering in the risk premia. In the very short term, it could also involve the possibility of isolated disturbances in some parts of the Middle East and Asia.”