{"id":11158,"date":"2026-09-24T14:59:35","date_gmt":"2026-09-24T04:59:35","guid":{"rendered":"https:\/\/www.amillex.com\/?p=11158"},"modified":"2026-09-24T14:59:38","modified_gmt":"2026-09-24T04:59:38","slug":"amillex-daily-market-review-hawkish-rhetoric-and-geopolitical-tensions-shake-markets-gold-hits-weekly-low-as-oil-holds-firm","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/fr\/2026\/09\/24\/amillex-daily-market-review-hawkish-rhetoric-and-geopolitical-tensions-shake-markets-gold-hits-weekly-low-as-oil-holds-firm\/","title":{"rendered":"Revue quotidienne des march\u00e9s d&#039;Amillex | Rh\u00e9torique belliciste et tensions g\u00e9opolitiques secouent les march\u00e9s\u00a0: l&#039;or atteint son plus bas niveau hebdomadaire tandis que le p\u00e9trole se maintient.\u00a0"},"content":{"rendered":"<p class=\"has-black-color has-text-color has-link-color wp-elements-1 wp-block-paragraph\" style=\"font-size:18px\">Le 24 septembre 2026, les march\u00e9s financiers mondiaux ont continu\u00e9 de conna\u00eetre une forte volatilit\u00e9, aliment\u00e9e par la confrontation entre les anticipations d&#039;une politique mon\u00e9taire restrictive de la R\u00e9serve f\u00e9d\u00e9rale et les conflits g\u00e9opolitiques au Moyen-Orient. Jeudi matin, en Asie, le cours de l&#039;or au comptant s&#039;\u00e9changeait aux alentours de 4\u00a0289,50\u00a0$\/oz. Suite \u00e0 la hausse des taux de la Fed \u00e0 3,751-4,001\u00a0$\/oz et aux d\u00e9clarations fermes des responsables politiques, les anticipations d&#039;une nouvelle hausse des taux cette ann\u00e9e se sont renforc\u00e9es. Cette situation a propuls\u00e9 l&#039;indice du dollar am\u00e9ricain \u00e0 son plus haut niveau en deux mois, entra\u00eenant une chute des cours de l&#039;or \u00e0 leur plus bas niveau en une semaine mercredi. Cependant, face \u00e0 l&#039;augmentation du co\u00fbt d&#039;opportunit\u00e9 des actifs non r\u00e9mun\u00e9rateurs due aux taux d&#039;int\u00e9r\u00eat \u00e9lev\u00e9s, les tensions sous le seuil psychologique de 4\u00a0300\u00a0$\/oz se sont intensifi\u00e9es, tandis que des prises de b\u00e9n\u00e9fices importantes se poursuivaient.&nbsp;<\/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\">Parall\u00e8lement, le march\u00e9 du p\u00e9trole brut a fait preuve d&#039;une grande r\u00e9silience face aux baisses, le WTI se maintenant fermement autour de $92,10 $\/baril en d\u00e9but de s\u00e9ance. Les prix sont pris en \u00e9tau entre les prises de position des responsables politiques et le soutien des d\u00e9clarations diplomatiques. Dans un contexte de tensions g\u00e9opolitiques oscillant entre confrontation et suspense diplomatique, les primes de risque d&#039;approvisionnement pour le p\u00e9trole brut du Moyen-Orient demeurent significativement \u00e9lev\u00e9es. Si les prochaines donn\u00e9es \u00e9conomiques confirment de nouvelles hausses de taux de la Fed, l&#039;or pourrait \u00e0 nouveau tester des niveaux inf\u00e9rieurs\u00a0; \u00e0 l&#039;inverse, la d\u00e9licate dynamique g\u00e9opolitique au Moyen-Orient continuera de constituer un pilier essentiel soutenant les prix du p\u00e9trole \u00e0 des niveaux plus \u00e9lev\u00e9s.&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-3 wp-block-paragraph\" style=\"font-size:18px\"><strong><strong>Analyse fondamentale et de la performance des classes d&#039;actifs<\/strong><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-4\" style=\"font-size:18px\"><strong><strong>March\u00e9s boursiers am\u00e9ricains<\/strong>\u00a0<\/strong><\/li>\n<\/ol>\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><strong>Performance de l&#039;indice<\/strong>\u00a0<\/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<strong>Indice industriel Dow Jones (DJI)<\/strong>:<\/strong> L&#039;indice s&#039;\u00e9tablit \u00e0 51\u00a0517,16 points, en baisse de 352,04 points (-0,68%) sur la journ\u00e9e. Il a rencontr\u00e9 une r\u00e9sistance au-dessus de 51\u00a0500 points, avec une consolidation \u00e0 ce niveau fortement accentu\u00e9e par la faiblesse des valeurs \u00e0 tr\u00e8s forte capitalisation.\u00a0<br><strong>\u2022<strong>S&amp;P 500 (SP500)<\/strong>:<\/strong> \u00c0 7\u00a0712,50, en baisse de 4,65 points (-0,06%). Le S&amp;P a l\u00e9g\u00e8rement recul\u00e9 sur un volume d&#039;\u00e9changes plus faible, avec une intensification des tensions autour de 7\u00a0700 points, les capitaux se r\u00e9orientant vers les secteurs d\u00e9fensifs.\u00a0<br><strong>\u2022<strong>Nasdaq 100 (NQ1)<\/strong>:<\/strong> \u00c0 30\u00a0727,50, en baisse de 37,25 points (-0,12%). Les valeurs technologiques phares ont continu\u00e9 d&#039;\u00e9voluer dans une fourchette \u00e9troite, les investisseurs attendant des catalyseurs plus clairs.\u00a0<br><strong><strong>Focus sur les actions<\/strong>\u00a0<\/strong><\/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<strong>Pomme (AAPL)<\/strong>:<\/strong> \u00c0 $337,02, en baisse de 0,80%. Les valeurs technologiques ont affich\u00e9 des performances mitig\u00e9es, Apple se maintenant \u00e0 un niveau de consolidation \u00e9lev\u00e9 au-dessus de $330.\u00a0<br><strong>\u2022<strong>Google (GOOG)<\/strong>:<\/strong> \u00c0 $334,98, en baisse de 3,58%. La pression exerc\u00e9e par la rotation sectorielle et le contr\u00f4le r\u00e9glementaire a conduit Google \u00e0 \u00eatre \u00e0 la tra\u00eene par rapport \u00e0 ses concurrents de premier ordre.\u00a0<br><strong>\u2022<strong>Amazon (AMZN)<\/strong>:<\/strong> \u00c0 $249,27, en baisse de 2,24%. Les d\u00e9saccords concernant les d\u00e9penses de consommation et les pr\u00e9visions de demande pour le cloud ont provoqu\u00e9 un repli temporaire.\u00a0<\/p>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-8\" style=\"font-size:18px\"><strong><strong>March\u00e9s des changes<\/strong>\u00a0<\/strong><\/li>\n<\/ol>\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>\u2022<strong>Indice du dollar am\u00e9ricain (DXY)<\/strong>:<\/strong> \u00c0 101,143, en l\u00e9g\u00e8re hausse de 0,031 TP3T sur la journ\u00e9e. Le dollar s&#039;est n\u00e9goci\u00e9 avec une l\u00e9g\u00e8re tendance baissi\u00e8re\u00a0; tandis que les anticipations de la Fed restent neutres, les injections de liquidit\u00e9s ont maintenu l&#039;indice dans une fourchette \u00e9troite autour de 101.\u00a0<br><strong>\u2022<strong>USD\/JPY<\/strong>:<\/strong> \u00c0 158,209, en baisse de 0,05%. Les anticipations persistantes d&#039;une normalisation de la politique de la Banque du Japon ont maintenu le yen autour de 158.\u00a0<br><strong>\u2022<strong>EUR\/USD<\/strong>:<\/strong> \u00c0 1,13793, en baisse de 0,03%. L&#039;euro s&#039;est consolid\u00e9 \u00e9troitement sous 1,14, sans dynamique de perc\u00e9e dans un contexte de fondamentaux europ\u00e9ens mod\u00e9r\u00e9s.\u00a0<br><\/p>\n\n\n\n<ol start=\"3\" style=\"font-size:18px\" class=\"wp-block-list has-black-color has-text-color has-link-color wp-elements-10\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-11\" style=\"font-size:18px\"><strong><strong>M\u00e9taux pr\u00e9cieux et mati\u00e8res premi\u00e8res<\/strong>\u00a0<\/strong><\/li>\n<\/ol>\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><strong>M\u00e9taux pr\u00e9cieux<\/strong>\u00a0<\/strong><\/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<strong>Or au comptant (XAUUSD)<\/strong>:<\/strong> \u00c0 environ $4\u00a0287,61\u00a0$\/oz, stable sur la journ\u00e9e (+0,00%). L\u2019or a \u00e9volu\u00e9 lat\u00e9ralement sous une r\u00e9sistance majeure, les march\u00e9s adoptant une attitude attentiste apr\u00e8s l\u2019absorption des primes li\u00e9es \u00e0 l\u2019aversion au risque.\u00a0\u00a0<br><strong>\u2022<strong>Argent au comptant (XAGUSD)<\/strong>:<\/strong> Il y a 64,103 valeurs\/\u76ce\u53f8, soit 0,47%, et il y a une valeur de 0,47%.<br><strong><strong>mati\u00e8res premi\u00e8res<\/strong>\u00a0<\/strong><\/p>\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>\u2022<strong>P\u00e9trole brut (XTIUSD)<\/strong>:<\/strong> \u00c0 $95,22\/baril, en baisse de 1,23%. Les anticipations de d\u00e9sescalade et la r\u00e9duction des primes de risque g\u00e9opolitique ont exerc\u00e9 une pression \u00e0 la baisse sur le p\u00e9trole \u00e0 proximit\u00e9 du niveau crucial de $95.\u00a0<br><\/p>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-15\" style=\"font-size:18px\"><strong><strong>Actifs crypto et tendances macro\u00e9conomiques<\/strong>\u00a0<\/strong><\/li>\n<\/ol>\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<strong>Bitcoin (BTCUSD)<\/strong>:<\/strong> \u00c0 $84,357, en baisse de 0,03% sur la journ\u00e9e. Le titre a maintenu une consolidation technique autour du seuil critique de $84k, la pression exerc\u00e9e pr\u00e9c\u00e9demment par les prises de b\u00e9n\u00e9fices s&#039;\u00e9tant att\u00e9nu\u00e9e.\u00a0<br><strong>\u2022<strong>Ethereum (ETHUSD)<\/strong>:<\/strong> \u00c0 $2\u00a0687,42, en hausse de 0,13%. Affichant une relative stabilit\u00e9, les actifs num\u00e9riques pr\u00e9sentent une divergence structurelle dans un contexte d\u2019\u00e9volution des anticipations macro\u00e9conomiques.\u00a0<br><\/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>5.<strong>Principaux \u00e9v\u00e9nements \u00e9conomiques \u00e0 suivre aujourd&#039;hui<\/strong>\u00a0<\/strong><\/p>\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>\u2022<\/strong>\u00c9volution de l&#039;emploi et taux de ch\u00f4mage en Australie\u00a0<br><strong>\u2022<\/strong>\u00c9valuation de la politique mon\u00e9taire de la Banque nationale suisse (BNS), taux directeur et conf\u00e9rence de presse\u00a0<br><strong>\u2022<\/strong>Ventes au d\u00e9tail de base au Canada (variation mensuelle) et ventes au d\u00e9tail (variation mensuelle)\u00a0<br><strong>\u2022<\/strong>Demandes initiales d&#039;allocations ch\u00f4mage aux \u00c9tats-Unis\u00a0<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>On September 24, 2026, global financial markets continued to experience volatility amid the collision of hawkish Federal Reserve rate expectations and geopolitical conflicts in the Middle East. During Thursday&#8217;s early Asian session, spot gold traded near $4,289.50\/oz. Following the Fed&#8217;s rate hike to 3.75%-4.00% and ongoing hawkish remarks from policymakers, market expectations for another rate [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":11153,"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-11158","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-english-news","entry","has-media"],"_links":{"self":[{"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/posts\/11158","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/comments?post=11158"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/posts\/11158\/revisions"}],"predecessor-version":[{"id":11159,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/posts\/11158\/revisions\/11159"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/media\/11153"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/media?parent=11158"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/categories?post=11158"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/tags?post=11158"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}