{"id":3874,"date":"2026-02-05T19:16:16","date_gmt":"2026-02-05T08:16:16","guid":{"rendered":"https:\/\/www.amillex.com\/?p=3874"},"modified":"2026-02-05T19:16:17","modified_gmt":"2026-02-05T08:16:17","slug":"amillex-daily-market-commentary-political-breakthrough-lifts-the-dollar-gold-pulls-back-toward-the-5000-mark","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/de\/2026\/02\/05\/amillex-daily-market-commentary-political-breakthrough-lifts-the-dollar-gold-pulls-back-toward-the-5000-mark\/","title":{"rendered":"Amillex-Marktkommentar \u2013 T\u00e4glich | Politischer Durchbruch st\u00e4rkt den Dollar, Gold f\u00e4llt wieder in Richtung der 5.000-Dollar-Marke\u00a0"},"content":{"rendered":"<p class=\"has-black-color has-text-color has-link-color wp-elements-3e6a4ca95c62f51bf3d623a5bd8c90db\" style=\"font-size:18px\"><strong>5. Februar 2026<\/strong>&nbsp;Die politische Unsicherheit in den USA hat sich deutlich verringert, nachdem der Pr\u00e4sident mit den Senatsdemokraten eine Einigung \u00fcber die Finanzierung erzielt und damit das Risiko eines l\u00e4ngeren teilweisen Regierungsstillstands offiziell gebannt hat. Die Einigung st\u00e4rkte das Marktvertrauen in US-Staatsanleihen und den Dollar, trieb den US-Dollar-Index auf ein Wochenhoch und belastete andere Anlageklassen.&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-9b60a0b663bbc6dbd85acddeecf3c3eb\" style=\"font-size:18px\">Nach einem starken Anstieg auf Rekordniveau verzeichnete der Goldpreis deutliche Gewinnmitnahmen. Die Preise drehten am Mittwoch von ihren Tagesh\u00f6chstst\u00e4nden zur\u00fcck, fielen kurzzeitig unter eine wichtige technische Unterst\u00fctzung und sanken in Richtung der Marke von 5.004 USD\/Unze. Diese Entwicklung deutet auf eine kurzfristige Abk\u00fchlung der Nachfrage nach sicheren Anlagen hin, da die M\u00e4rkte angesichts der zunehmenden politischen Klarheit die geopolitischen Risikopr\u00e4mien neu bewerten. Die Energiem\u00e4rkte zeigten sich hingegen relativ robust. WTI-Roh\u00f6l legte entgegen der allgemeinen Risikoaversion zu und hielt sich bei rund 64 USD, da die Angebotserwartungen und die Unsicherheit bei den Verhandlungen die Preise weiterhin st\u00fctzten.&nbsp;<\/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-936297402341322e6da5ef322c0c7a85\" style=\"font-size:20px\"><strong>Wertentwicklung und Marktanalyse<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-0819a3863ca0df6beba3bcd366ba958e\" style=\"font-size:18px\"><strong>1. US-Aktienm\u00e4rkte<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-11a8b7ba65f6a75934a331b5b63d7d73\" style=\"font-size:18px\"><strong>Indexperformance<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-8589da7a6eeae60fc89279b7785ca27c\" style=\"font-size:18px\"><strong>Dow Jones Industrial Average (DJI):<\/strong>\u00a049.501,30 (<strong>+0,53%<\/strong>Defensive und wertorientierte Blue-Chip-Aktien zogen Zufl\u00fcsse an, da Anleger relative Stabilit\u00e4t suchten.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-c3541ffb359ee56a9c3d63b5ad0cde67\" style=\"font-size:18px\"><strong>S&amp;P 500 Index (SPX):<\/strong>\u00a06.902,99 (<strong>\u22120,10%<\/strong>Der Index verharrte weiterhin unterhalb der psychologisch wichtigen Marke von 7.000 Punkten.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-0354ff74cd3acff57f4a749a07a664c7\" style=\"font-size:18px\"><strong>Nasdaq 100 Index (NDX):<\/strong>\u00a025.060,75 (<strong>+0,25%<\/strong>Technologieaktien zeigten trotz anhaltender Bewertungssensibilit\u00e4t eine leichte Widerstandsf\u00e4higkeit.\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-8d715533c6ec58385a9f16bb657d1e8f\" style=\"font-size:18px\"><strong>Aktien-Highlight<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-3b3d1a3796e95def5614ba10476f96fb\" style=\"font-size:18px\"><strong>Tesla (TSLA):<\/strong>\u00a0406,01 USD (<strong>\u22123,78%<\/strong>Die Aktien fielen auf ein fast zweimonatiges Tief aufgrund von Sorgen \u00fcber eine nachlassende Nachfrage nach Elektrofahrzeugen und Gewinnmitnahmen nach der Ver\u00f6ffentlichung der Gesch\u00e4ftszahlen.\u00a0<\/li>\n<\/ul>\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-eadfdda4343d0f76fb24d4232b97bb47\" style=\"font-size:18px\"><strong>2. Devisenm\u00e4rkte<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-e8f6c4491c4301505b11ec6c13950b0f\" style=\"font-size:18px\"><strong>US-Dollar-Index (DXY):<\/strong>\u00a097.642 (<strong>+0,27%<\/strong>Der Dollar gewann an St\u00e4rke, da die M\u00e4rkte ihre Erwartungen hinsichtlich Zinssenkungen der Federal Reserve im Jahr 2026 neu justierten und die Kapitalfl\u00fcsse in sichere H\u00e4fen zur\u00fcckkehrten.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-8beba65ce5d693d20a7f523b1caaa3c6\" style=\"font-size:18px\"><strong>EUR\/USD:<\/strong>\u00a01.18006 (<strong>\u22120,05%<\/strong>Der Eurokurs blieb unter der Marke von 1,20 begrenzt, belastet durch die Dynamik der Zinsspreads und anhaltende geopolitische Gegenwinde f\u00fcr das europ\u00e4ische Wachstum.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-31903186604c7e7e794512574a0f8a61\" style=\"font-size:18px\"><strong>USD\/JPY:<\/strong>\u00a0156.928 (<strong>+0,07%<\/strong>Die Yen-Schw\u00e4che hielt an, und die M\u00e4rkte reagierten zunehmend wachsam auf m\u00f6gliche Interventionssignale der Bank von Japan, da sich das W\u00e4hrungspaar der Marke von 160 n\u00e4herte.\u00a0<\/li>\n<\/ul>\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-ff6a8b443a8bd973ca90a6f1108af1cf\" style=\"font-size:18px\"><strong>3. Edelmetalle und Rohstoffe<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-c39cbaecb9bf76e699535ea0988df6dd\" style=\"font-size:18px\"><strong>Edelmetalle<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-9fcae492fed96032f4f6054ed8bf39ae\" style=\"font-size:18px\"><strong>Spot-Gold (XAU\/USD):<\/strong>\u00a05.012,95 USD\/oz (<strong>+0,98%<\/strong>Trotz der Schwankungen im Tagesverlauf konnte sich der Goldpreis erfolgreich \u00fcber der historischen Schwelle von 5.000 US-Dollar halten.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-d72228df362829feaf1120850175095d\" style=\"font-size:18px\"><strong>Spot-Silber (XAG\/USD):<\/strong>\u00a089,48 USD\/oz (<strong>+1,46%<\/strong>Silber konnte seine Gewinne nach dem \u00dcberwinden der Widerstandsmarke von 85 USD ausbauen, unterst\u00fctzt durch eine Kombination aus Kapitalfl\u00fcssen in sichere H\u00e4fen und einer starken industriellen Nachfrage.\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-9475610fc825ef459f8fc74a4c4a5372\" style=\"font-size:18px\"><strong>Rohstoffe<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-69739624104fa98555e5d8cb327a3c5f\" style=\"font-size:18px\"><strong>WTI-Roh\u00f6l (XTI\/USD):<\/strong>\u00a064,58 USD\/Fass (<strong>+0,02%<\/strong>Die \u00d6lpreise fanden kurzfristig eine solide Unterst\u00fctzung bei rund 65 US-Dollar, gest\u00fctzt durch die Spannungen im Nahen Osten und die Unsicherheit im Zusammenhang mit den Atomverhandlungen zwischen den USA und dem Iran.\u00a0<\/li>\n<\/ul>\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-81c77a8f092ca30eb88e4127de572834\" style=\"font-size:18px\"><strong>4.&nbsp;<\/strong><strong>Digitale Verm\u00f6genswerte und Makrodynamik<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-d25c471bbe73b07d9d1cb0d329c768ee\" style=\"font-size:18px\"><strong>Bitcoin (BTC\/USD):<\/strong>\u00a072.685 USD (<strong>\u22120,43%<\/strong>Bitcoin trat in eine Phase der technischen Konsolidierung ein, nachdem es ihm nicht gelungen war, den Aufw\u00e4rtstrend aufrechtzuerhalten, da steigende Renditen von US-Staatsanleihen die Risikobereitschaft d\u00e4mpften.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-6fa8af7802f77e18ea70e2927d9b7aa5\" style=\"font-size:18px\"><strong>Ethereum (ETH\/USD):<\/strong>\u00a02.136,6 USD (<strong>\u22120,34%<\/strong>Ethereum blieb weiterhin hinter Bitcoin und traditionellen sicheren Anlagen zur\u00fcck.\u00a0<\/li>\n<\/ul>\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-b7ddeeef7c2ae91c154e255ccb3cf5b3\" style=\"font-size:18px\"><strong>5.&nbsp;<\/strong><strong>Der heutige Fokus<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-3c02b23a5a62878b739ae74c222cf27f\" style=\"font-size:18px\">Bericht der Bank von England (BOE) zur Geldpolitik\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-7e4907a105d933a3b4c8ee5478e70d12\" style=\"font-size:18px\">Erkl\u00e4rung der Bank of England zur Geldpolitik\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-867dfde8bc1e9dcbca243a723e27856d\" style=\"font-size:18px\">Zinsentscheidung der Bank of England und Aufschl\u00fcsselung der Abstimmung\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-4bdf66a7e99a326786b0d50fec2b4b78\" style=\"font-size:18px\">Entscheidung der Europ\u00e4ischen Zentralbank (EZB) zum Hauptrefinanzierungssatz\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-7a8042acaa926ad16096bc83d48a251f\" style=\"font-size:18px\">geldpolitische Erkl\u00e4rung der EZB\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-99a7b5eca668a424d09bfedcc72966f7\" style=\"font-size:18px\">Pressekonferenz des EZB-Pr\u00e4sidenten\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-1b4322c404bc07f724f67d2b60f56924\" style=\"font-size:18px\">Erstantr\u00e4ge auf Arbeitslosenhilfe in den USA (Woche bis zum 31. Januar)\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-975b94c2d1ad716fade0828f5193f592\" style=\"font-size:18px\">US JOLTS Stellenangebote-Bericht\u00a0<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>","protected":false},"excerpt":{"rendered":"<p>February 5, 2026&nbsp;\u2014 U.S. political uncertainty eased meaningfully after the President reached a funding agreement with Senate Democrats, officially ending the risk of a prolonged partial government shutdown. The resolution restored market confidence in U.S. Treasuries and the dollar, pushing the U.S. Dollar Index to a one-week high and weighing broadly on non-USD assets.&nbsp; After [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":3877,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"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":"","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":""},"categories":[8],"tags":[],"class_list":["post-3874","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-english-news","entry","has-media"],"_links":{"self":[{"href":"https:\/\/www.amillex.com\/de\/wp-json\/wp\/v2\/posts\/3874","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.amillex.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.amillex.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/de\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/de\/wp-json\/wp\/v2\/comments?post=3874"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/de\/wp-json\/wp\/v2\/posts\/3874\/revisions"}],"predecessor-version":[{"id":3875,"href":"https:\/\/www.amillex.com\/de\/wp-json\/wp\/v2\/posts\/3874\/revisions\/3875"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/de\/wp-json\/wp\/v2\/media\/3877"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/de\/wp-json\/wp\/v2\/media?parent=3874"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/de\/wp-json\/wp\/v2\/categories?post=3874"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/de\/wp-json\/wp\/v2\/tags?post=3874"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}