{"id":3630,"date":"2026-01-16T15:41:13","date_gmt":"2026-01-16T04:41:13","guid":{"rendered":"https:\/\/www.amillex.com\/?p=3630"},"modified":"2026-01-16T15:41:15","modified_gmt":"2026-01-16T04:41:15","slug":"amillex-daily-market-commentary-strong-jobs-and-manufacturing-data-jolt-markets-safe-haven-assets-see-sharp-volatility","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/fr\/2026\/01\/16\/amillex-daily-market-commentary-strong-jobs-and-manufacturing-data-jolt-markets-safe-haven-assets-see-sharp-volatility\/","title":{"rendered":"Commentaire quotidien d&#039;Amillex sur les march\u00e9s | De solides donn\u00e9es sur l&#039;emploi et le secteur manufacturier dynamisent les march\u00e9s\u00a0; les valeurs refuges connaissent une forte volatilit\u00e9.\u00a0"},"content":{"rendered":"<p class=\"has-black-color has-text-color has-link-color wp-elements-fa3e41565ae6dc825190ee5a9dbf072c\" style=\"font-size:18px\">16 janvier 2026 \u2014 Les march\u00e9s financiers mondiaux ont connu une forte volatilit\u00e9 apr\u00e8s la publication de plusieurs indicateurs \u00e9conomiques am\u00e9ricains nettement sup\u00e9rieurs aux attentes, provoquant un changement radical de la perception du march\u00e9. L&#039;aversion au risque a laiss\u00e9 place \u00e0 des inqui\u00e9tudes renouvel\u00e9es concernant le renforcement du dollar et la persistance de taux d&#039;int\u00e9r\u00eat \u00e9lev\u00e9s. Les donn\u00e9es \u00e9conomiques ont soulign\u00e9 la r\u00e9silience de l&#039;\u00e9conomie am\u00e9ricaine. Les inscriptions initiales au ch\u00f4mage ont chut\u00e9 de mani\u00e8re inattendue \u00e0 198\u00a0000, bien en de\u00e7\u00e0 des pr\u00e9visions, apaisant les craintes d&#039;un ralentissement du march\u00e9 du travail. Parall\u00e8lement, les donn\u00e9es sur le secteur manufacturier ont cr\u00e9\u00e9 la surprise, l&#039;indice manufacturier de la Fed de Philadelphie en janvier bondissant \u00e0 12,6 contre -10,2, signe d&#039;une nette reprise de l&#039;activit\u00e9 industrielle. Port\u00e9 par ces indicateurs robustes, l&#039;indice du dollar s&#039;est rapproch\u00e9 de 99,35, exer\u00e7ant une forte pression sur les m\u00e9taux pr\u00e9cieux. L&#039;or au comptant a recul\u00e9 \u00e0 environ 4 615 dollars l&#039;once apr\u00e8s avoir test\u00e9 des sommets historiques, alors que les prises de b\u00e9n\u00e9fices \u00e0 court terme s&#039;intensifiaient, tandis que l&#039;argent a connu un net retournement de situation, chutant de plus de 71 030 dollars en s\u00e9ance apr\u00e8s avoir bri\u00e8vement franchi la barre des 93 dollars pour atteindre un nouveau sommet historique.&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 has-medium-font-size wp-elements-17958a3308c9e2b223ab5917ab5c1e9e\"><strong>Analyse fondamentale et de la performance des classes d&#039;actifs<\/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. March\u00e9s boursiers am\u00e9ricains<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-802f75b8d46bbe02d0a147aed58f94ba\" style=\"font-size:18px\"><strong>Performance de l&#039;indice<\/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-cdb9595af2ce56361f3729445acad533\" style=\"font-size:18px\"><strong>Moyenne industrielle Dow Jones<\/strong>Cl\u00f4ture \u00e0 environ 49\u00a0504 points (+0,60%). Le Dow Jones a surperform\u00e9, soutenu principalement par les solides r\u00e9sultats du secteur bancaire.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-0cc5a11d78859eb1a163365570c3cd56\" style=\"font-size:18px\"><strong>Indice S&amp;P 500<\/strong>: A termin\u00e9 autour de 6 966 (+0,26%), prolongeant des gains modestes alors que l&#039;indice s&#039;approchait du niveau psychologiquement important de 7 000.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-90df3a280c76bea0ee35d68b0df685ff\" style=\"font-size:18px\"><strong>Nasdaq Composite<\/strong>Cl\u00f4ture aux alentours de 25\u00a0671 (+0,25%). Malgr\u00e9 de l\u00e9gers replis de certaines valeurs d&#039;infrastructures d&#039;IA apr\u00e8s leurs r\u00e9centes hausses, le secteur technologique dans son ensemble est rest\u00e9 soutenu par les perspectives de croissance des b\u00e9n\u00e9fices \u00e0 long terme li\u00e9s \u00e0 l&#039;IA.\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-eb289f4d12595b74456d1482c227130e\" style=\"font-size:18px\"><strong>Pleins feux sur l&#039;action \u2013 NVIDIA (NVDA)\u00a0:&nbsp;<\/strong>L&#039;action a cl\u00f4tur\u00e9 autour de 186 USD (+2,4%). Lors du CES 2026, NVIDIA a officiellement d\u00e9voil\u00e9 sa plateforme de supercalcul IA de nouvelle g\u00e9n\u00e9ration, nom de code \u00ab\u00a0Rubin\u00a0\u00bb. Cette plateforme comprend six puces haut de gamme et vise \u00e0 r\u00e9duire les co\u00fbts d&#039;inf\u00e9rence d&#039;un facteur dix, renfor\u00e7ant ainsi la position dominante de NVIDIA dans l&#039;\u00e9cosyst\u00e8me mondial de la puissance de calcul.&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-f7397c4fcc210b1bc8b1b9f1722c1d25\" style=\"font-size:18px\"><strong>2. March\u00e9 des changes<\/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-b7a21227ce0cdc58f256bd794567e433\" style=\"font-size:18px\"><strong>Indice du dollar am\u00e9ricain (DXY)<\/strong>Le dollar s&#039;\u00e9changeait aux alentours de 99,39. De solides indicateurs \u00e9conomiques lui ont permis de repasser sous la barre des 99. Avec la baisse des demandes d&#039;allocations ch\u00f4mage \u00e0 198\u00a0000 et le rebond de l&#039;indice de la Fed de Philadelphie \u00e0 12,6, les anticipations du march\u00e9 concernant une baisse des taux de la Fed \u00e0 court terme ont continu\u00e9 de s&#039;att\u00e9nuer.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-abab01d22bf3c3f0f15c0ed8906eaabc\" style=\"font-size:18px\"><strong>EUR\/USD<\/strong>\u00c0 1,1604. L&#039;euro est rest\u00e9 sous pression apr\u00e8s que l&#039;indice PMI manufacturier (final) de la zone euro pour d\u00e9cembre se soit \u00e9tabli \u00e0 48,8, confirmant la contraction continue du secteur industriel de la r\u00e9gion.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-a974a68287b55df4d0fe1ac3cf3b9eda\" style=\"font-size:18px\"><strong>USD\/JPY<\/strong>Aux alentours de 158,50, le yen s&#039;est affaibli pour atteindre ses plus bas niveaux r\u00e9cents, alors que l&#039;\u00e9cart entre les taux d&#039;int\u00e9r\u00eat am\u00e9ricains et japonais s&#039;est encore creus\u00e9, la paire se rapprochant du seuil psychologique de 160 et d&#039;une \u00e9ventuelle intervention.\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. M\u00e9taux pr\u00e9cieux et mati\u00e8res premi\u00e8res<\/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>M\u00e9taux pr\u00e9cieux<\/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-6dc6d47718d959590fb30ab3e35e0a87\" style=\"font-size:18px\"><strong>Or au comptant (XAU\/USD)<\/strong>Consolidation g\u00e9n\u00e9ralis\u00e9e \u00e0 un niveau \u00e9lev\u00e9, se maintenant au-dessus de 4\u00a0600\u00a0USD. Apr\u00e8s avoir atteint un record historique de 4\u00a0642\u00a0USD, l\u2019or est entr\u00e9 dans une phase de consolidation et se n\u00e9gocie actuellement autour de 4\u00a0612\u00a0USD.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-945c3f38e756a5d6d4a16e5b2b285b7b\" style=\"font-size:18px\"><strong>Argent au comptant (XAG\/USD)<\/strong>Forte volatilit\u00e9 sur fond d&#039;inqui\u00e9tudes li\u00e9es aux droits de douane, le cours de l&#039;argent a recul\u00e9 vers le support \u00e0 86 USD. Il a connu sa plus forte fluctuation depuis le d\u00e9but de l&#039;ann\u00e9e 2026.\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>mati\u00e8res premi\u00e8res<\/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-832be94448ef84add50ac24e7438ea5c\" style=\"font-size:18px\"><strong>P\u00e9trole brut WTI<\/strong>Forte chute des cours suite \u00e0 la disparition de la prime g\u00e9opolitique, le prix du p\u00e9trole brut passant sous le seuil psychologique de 60 USD. Il a chut\u00e9 de pr\u00e8s de 51\u00a0000\u00a0trous pour s&#039;\u00e9tablir aux alentours de 58,90 USD le baril. En l&#039;absence de soutien g\u00e9opolitique, le brut a subi une forte pression \u00e0 la vente au-dessus de 60 USD, son cours \u00e9voluant \u00e0 court terme vers le milieu de sa fourchette des trois derniers mois.\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-d532b64c1e575daf8e2c7edb10fc8fcd\" style=\"font-size:18px\"><strong>4. Actifs crypto et \u00e9volutions macro\u00e9conomiques<\/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-9462ccf516de95c89bbdc94af3b836ae\" style=\"font-size:18px\"><strong>Bitcoin (BTC)<\/strong>Repli depuis les sommets, consolidation au-dessus de 95\u00a0000\u00a0USD. Apr\u00e8s avoir culmin\u00e9 \u00e0 97\u00a0690\u00a0USD, le BTC est entr\u00e9 dans une phase de retracement technique et se n\u00e9gocie actuellement aux alentours de 95\u00a0580\u00a0USD.\u00a0<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-716d95bb89f190c986b0e38408cafc94\" style=\"font-size:18px\"><strong>Ethereum (ETH)<\/strong>Le Bitcoin affiche des performances d\u00e9cevantes en raison des inqui\u00e9tudes r\u00e9glementaires et chute vers les 3\u00a0400\u00a0USD. L\u2019Ethereum se n\u00e9gocie actuellement autour de 3\u00a0415\u00a0USD.\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-ae24d45fd84d7d852c2921fdd5d85b9c\" style=\"font-size:18px\"><strong>5. Le th\u00e8me du jour<\/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-f34ae381a25a3c32740e8d0aa9b8d222\" style=\"font-size:18px\">Discours du gouverneur de la Banque d&#039;Angleterre, Andrew Bailey\u00a0<\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>January 16, 2026 \u2014 Global financial markets experienced heightened volatility after a series of U.S. economic releases significantly exceeded expectations, prompting a rapid shift in market narratives. Sentiment moved away from a pure risk-aversion stance toward renewed concerns over a stronger U.S. dollar and the persistence of elevated interest rates. Data underscored the resilience of [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":3633,"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-3630","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\/3630","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\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/comments?post=3630"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/posts\/3630\/revisions"}],"predecessor-version":[{"id":3631,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/posts\/3630\/revisions\/3631"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/media\/3633"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/media?parent=3630"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/categories?post=3630"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/tags?post=3630"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}