{"id":11096,"date":"2026-09-23T16:48:23","date_gmt":"2026-09-23T06:48:23","guid":{"rendered":"https:\/\/www.amillex.com\/?p=11096"},"modified":"2026-09-23T16:48:27","modified_gmt":"2026-09-23T06:48:27","slug":"amillex-daily-market-commentary-dawn-of-a-breakthrough-in-middle-east-tensions-gold-consolidates-near-4363","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/ar\/2026\/09\/23\/amillex-daily-market-commentary-dawn-of-a-breakthrough-in-middle-east-tensions-gold-consolidates-near-4363\/","title":{"rendered":"Amillex Daily Market Commentary | Dawn of a Breakthrough in Middle East Tensions; Gold Consolidates Near $4,363"},"content":{"rendered":"<p class=\"has-black-color has-text-color has-link-color wp-elements-1 wp-block-paragraph\" style=\"font-size:18px\">On the morning of Wednesday, September 23, 2026, during the Asian trading session, spot gold traded near $4,363\/oz, displaying signs of high-level consolidation. On Tuesday, international crude oil prices fell sharply, with both major benchmarks dropping below the $100\/bbl mark. This was primarily driven by the resumption of operations on Saudi Arabia&#8217;s East-West pipeline and increased vessel traffic through key straits. Concurrently, Iran signaled a diplomatic opening, stating it could reopen the strait within seven days and resume talks if the US relieves relevant pressures and lifts blockades. The significant reduction in regional risk premiums, combined with falling oil prices, suppressed inflation expectations. Consequently, markets began pricing in a more restrictive policy stance from the Federal Reserve this year, putting downward pressure on gold. However, persistent dip-buying continues to cap further downside losses.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-2 wp-block-paragraph\" style=\"font-size:18px\">Looking ahead, the tug-of-war between tangible regional de-escalation and Fed hawkish expectations will remain the key driver for gold. Should diplomatic dialogues yield concrete breakthroughs and supply-side dynamics improve, safe-haven flows may unwound further. Conversely, under the shadow of restrictive macro interest rates, gold is likely to maintain a high-level volatile consolidation pattern in the short term. Market participants will closely monitor upcoming Fed official comments and further geopolitical developments.<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color wp-elements-3 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u062a\u062d\u0644\u064a\u0644 \u0627\u0644\u0633\u0648\u0642 \u0645\u062a\u0639\u062f\u062f \u0627\u0644\u0623\u0635\u0648\u0644 \u0648\u0627\u0644\u062a\u062d\u0644\u064a\u0644 \u0627\u0644\u0623\u0633\u0627\u0633\u064a<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-4 wp-block-paragraph\" style=\"font-size:18px\"><strong>1. \u0633\u0648\u0642 \u0627\u0644\u0623\u0633\u0647\u0645 \u0627\u0644\u0623\u0645\u0631\u064a\u0643\u064a\u0629<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-5 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u0623\u062f\u0627\u0621 \u0627\u0644\u0645\u0624\u0634\u0631<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-6 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 \u0645\u0624\u0634\u0631 \u062f\u0627\u0648 \u062c\u0648\u0646\u0632 \u0627\u0644\u0635\u0646\u0627\u0639\u064a (DJI)<\/strong>: Traded at 51,869.20, down 185.00 points or -0.36% intraday. Traditional value and cyclical sectors faced clear headwinds. Amid rising policy uncertainty, capital gravitated toward defensive assets with earnings resilience, leaving the Dow underperforming.&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-7 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 \u0645\u0624\u0634\u0631 \u0633\u062a\u0627\u0646\u062f\u0631\u062f \u0622\u0646\u062f \u0628\u0648\u0631\u0632 500 (SP500):<\/strong> Traded at 7,775.95, up slightly by 4.85 points (+0.06%). The broad benchmark demonstrated remarkable resilience near the 7,700 level. Caught between recalibrating rate expectations and robust corporate earnings, the index maintained a tight range near record highs.&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-8 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 \u0645\u0624\u0634\u0631 \u0646\u0627\u0633\u062f\u0627\u0643 100 (NQ1!):<\/strong> Traded at 31,045.00, up 16.50 points (+0.05%). Amid divergence among mega-cap tech stocks, high-valuation growth names oscillated above the 31,000 threshold, reflecting institutional wait-and-see sentiment ahead of upcoming macro catalysts.&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-9 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u0627\u0644\u062a\u0631\u0643\u064a\u0632 \u0639\u0644\u0649 \u0627\u0644\u0623\u0633\u0647\u0645<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-10 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 \u062a\u0633\u0644\u0627 (TSLA):<\/strong> Traded at $378.90, up 0.96%. Outperforming the broader market, as capital allocation favored market leaders with strong growth momentum and clear capital expenditure outlooks in AI\/autonomy.&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-11 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 \u0625\u0646\u062a\u0644 (INTC):<\/strong> Traded at $123.86, up 1.71%. Semiconductor equities experienced a localized structural recovery, bolstered by improving chip supply-demand dynamics and favorable industrial policy outlooks.&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-12 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 \u0623\u0628\u0644 (AAPL):<\/strong> Traded at $339.75, up 0.23%. Remained steady as mega-cap tech with robust cash flows continued to serve as a bond-proxy defensive play, attracting protective inflows during broader market volatility.&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-13 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 \u0623\u0645\u0627\u0632\u0648\u0646 (AMZN):<\/strong> Traded at $254.98 (-1.34%); Alphabet (GOOGL): Traded at $351.16 (-1.07%). Tech giants faced dual pressures from elevated capex and regulatory scrutiny, prompting profit-taking that weighed on the consumer and tech sectors.&nbsp;<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-14 wp-block-paragraph\" style=\"font-size:18px\"><strong>2. \u0633\u0648\u0642 \u0627\u0644\u0635\u0631\u0641 \u0627\u0644\u0623\u062c\u0646\u0628\u064a<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-15 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 \u0645\u0624\u0634\u0631 \u0627\u0644\u062f\u0648\u0644\u0627\u0631 \u0627\u0644\u0623\u0645\u0631\u064a\u0643\u064a (DXY):<\/strong> Traded at 100.56, up 0.02%. The dollar held firm support above the 100 psychological level. Although the Fed\u2019s trajectory leans neutral, divergence in global macroeconomic growth momentum, coupled with yield differentials and safe-haven demand, continues to underpin the greenback.&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-16 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 \u0632\u0648\u062c \u0627\u0644\u064a\u0648\u0631\u0648\/\u0627\u0644\u062f\u0648\u0644\u0627\u0631 \u0627\u0644\u0623\u0645\u0631\u064a\u0643\u064a:<\/strong> Traded at 1.1447, virtually flat (+0.00%). The euro consolidated near 1.1450. Weak Eurozone macroeconomic fundamentals and dovish ECB policy expectations capped the currency&#8217;s upside elasticity despite dollar retracements.&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-17 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 \u0627\u0644\u062f\u0648\u0644\u0627\u0631 \u0627\u0644\u0623\u0645\u0631\u064a\u0643\u064a\/\u0627\u0644\u064a\u0646 \u0627\u0644\u064a\u0627\u0628\u0627\u0646\u064a:<\/strong> Traded at 157.51, up 0.08%. With US-Japan yield differentials lingering near historical highs, active carry trade activity kept the yen under pressure. Markets remain highly sensitive to potential verbal intervention and rate hike signals from the Bank of Japan.&nbsp;<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-18 wp-block-paragraph\" style=\"font-size:18px\"><strong>3. \u0627\u0644\u0645\u0639\u0627\u062f\u0646 \u0627\u0644\u062b\u0645\u064a\u0646\u0629 \u0648\u0627\u0644\u0633\u0644\u0639<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-19 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u0627\u0644\u0645\u0639\u0627\u062f\u0646 \u0627\u0644\u062b\u0645\u064a\u0646\u0629<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-20 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 \u0627\u0644\u0630\u0647\u0628 \u0627\u0644\u0641\u0648\u0631\u064a (XAUUSD):<\/strong> Traded around $4,356.84\/oz, down 0.04%. Gold consolidated in elevated territory above $4,300. While rising real yields squeezed non-yielding asset returns in the short term, persistent geopolitical risks and structural de-dollarization trends continue to provide robust, long-term buying support.&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-21 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 \u0627\u0644\u0641\u0636\u0629 \u0627\u0644\u0641\u0648\u0631\u064a\u0629 (XAGUSD):<\/strong> Traded around $67.39\/oz, up 0.49%. Silver displayed stronger elasticity than gold, maintaining an upward trend driven by the dual tailwinds of industrial demand (photovoltaics and green tech) and precious metal safe-haven demand.&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-22 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u0627\u0644\u0633\u0644\u0639<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-23 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 \u062e\u0627\u0645 \u063a\u0631\u0628 \u062a\u0643\u0633\u0627\u0633 \u0627\u0644\u0648\u0633\u064a\u0637 (XTIUSD):<\/strong> Traded at $93.80\/bbl, up 0.06%. Oil anchored comfortably above the $90 threshold, consolidating in the $93\u2013$94 range. Potential supply-side disruptions from regional friction, combined with drawdowns in inventory expectations, supported crude prices, stoking sticky inflation concerns.&nbsp;<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-24 wp-block-paragraph\" style=\"font-size:18px\"><strong>4. Digital Assets &amp; Macro Dynamics<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-25 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 \u0628\u064a\u062a\u0643\u0648\u064a\u0646 (BTCUSD):<\/strong> Traded at $86,553, up 0.41%. Bitcoin paused above $86,000 as tight global liquidity conditions capped further valuation expansion. However, continuous institutional inflows via spot ETFs provided a strong liquidity floor.&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-26 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 \u0625\u064a\u062b\u064a\u0631\u064a\u0648\u0645 (ETHUSD):<\/strong> Traded at $2,764.71, up 0.41%. Ethereum consolidated in tandem with the broader crypto market, seeking a new technical pivot in the $2,700\u2013$2,800 range. Short-term crypto liquidity continues to prioritize traditional hard assets and mega-cap digital tokens.&nbsp;<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-27 wp-block-paragraph\" style=\"font-size:18px\"><strong>5. \u0623\u0647\u0645 \u0627\u0644\u0623\u062d\u062f\u0627\u062b \u0627\u0644\u064a\u0648\u0645<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-28 wp-block-paragraph\" style=\"font-size:18px\">\u2022 French Manufacturing PMI Flash<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-29 wp-block-paragraph\" style=\"font-size:18px\">\u2022 French Services PMI Flash<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-30 wp-block-paragraph\" style=\"font-size:18px\">\u2022 German Manufacturing PMI Flash<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-31 wp-block-paragraph\" style=\"font-size:18px\">\u2022 German Services PMI Flash<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-32 wp-block-paragraph\" style=\"font-size:18px\">\u2022 UK Manufacturing PMI Flash<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-33 wp-block-paragraph\" style=\"font-size:18px\">\u2022 UK Services PMI Flash<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>","protected":false},"excerpt":{"rendered":"<p>On the morning of Wednesday, September 23, 2026, during the Asian trading session, spot gold traded near $4,363\/oz, displaying signs of high-level consolidation. On Tuesday, international crude oil prices fell sharply, with both major benchmarks dropping below the $100\/bbl mark. This was primarily driven by the resumption of operations on Saudi Arabia&#8217;s East-West pipeline and [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":11082,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ocean_front_end_style_editor":"no","ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","_glsr_average":0,"_glsr_ranking":0,"_glsr_reviews":0,"ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[8],"tags":[],"class_list":["post-11096","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-english-news","entry","has-media"],"_links":{"self":[{"href":"https:\/\/www.amillex.com\/ar\/wp-json\/wp\/v2\/posts\/11096","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.amillex.com\/ar\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.amillex.com\/ar\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/ar\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/ar\/wp-json\/wp\/v2\/comments?post=11096"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/ar\/wp-json\/wp\/v2\/posts\/11096\/revisions"}],"predecessor-version":[{"id":11097,"href":"https:\/\/www.amillex.com\/ar\/wp-json\/wp\/v2\/posts\/11096\/revisions\/11097"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/ar\/wp-json\/wp\/v2\/media\/11082"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/ar\/wp-json\/wp\/v2\/media?parent=11096"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/ar\/wp-json\/wp\/v2\/categories?post=11096"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/ar\/wp-json\/wp\/v2\/tags?post=11096"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}