{"id":4153,"date":"2026-03-02T19:26:34","date_gmt":"2026-03-02T08:26:34","guid":{"rendered":"https:\/\/www.amillex.com\/?p=4153"},"modified":"2026-03-02T19:35:29","modified_gmt":"2026-03-02T08:35:29","slug":"amillex-daily-market-brief-renewed-conflict-sparks-risk-aversion-as-gold-and-oil-surge-in-tandem","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/fr\/2026\/03\/02\/amillex-daily-market-brief-renewed-conflict-sparks-risk-aversion-as-gold-and-oil-surge-in-tandem\/","title":{"rendered":"Amillex Daily Market Brief | La reprise des tensions attise l'aversion au risque tandis que l'or et le p\u00e9trole flambent de concert\u00a0"},"content":{"rendered":"

2 mars 2026<\/strong> Les march\u00e9s financiers mondiaux ont subi un choc brutal lors de la s\u00e9ance asiatique, une escalade soudaine des tensions au Moyen-Orient ayant d\u00e9clench\u00e9 une forte aversion au risque. Au cours du week-end, les informations faisant \u00e9tat de frappes am\u00e9ricano-isra\u00e9liennes de grande envergure contre l'Iran \u2013 notamment la mort de plusieurs hauts responsables, dont le guide supr\u00eame, l'ayatollah Khamenei \u2013 ont provoqu\u00e9 une onde de choc sur les march\u00e9s. <\/p>\n\n\n\n

L'or au comptant a ouvert en forte hausse et a bondi jusqu'\u00e0 1,5% en s\u00e9ance \u00e0 5\u00a0373,49 USD\/oz<\/strong>, Ce cours a atteint un sommet en pr\u00e8s d'un mois. La propagation rapide des risques g\u00e9opolitiques, conjugu\u00e9e \u00e0 une reprise constante de la demande physique d'or, a propuls\u00e9 l'optimisme \u00e0 un niveau quasi maximal.  <\/p>\n\n\n\n

<\/div>\n\n\n\n

Performance des actifs et aper\u00e7u fondamental\u00a0<\/strong><\/p>\n\n\n\n

1. March\u00e9 des actions am\u00e9ricaines<\/strong> <\/p>\n\n\n\n

Performance de l'indice<\/strong> <\/p>\n\n\n\n

    \n
  • Indice industriel Dow Jones (DJI) :<\/strong>\u00a048\u00a0977,92, en baisse\u00a01.05%<\/strong>\u00a0
    L'indice est tomb\u00e9 sous le seuil psychologique des 49 000 points, refl\u00e9tant une rotation des capitaux hors des secteurs cycliques dans un contexte de risques g\u00e9opolitiques extr\u00eames.\u00a0<\/li>\n\n\n\n
  • S&P 500 (SP500) :<\/strong>\u00a06\u00a0824,50, en baisse\u00a00,60%<\/strong>\u00a0
    L'app\u00e9tit global du march\u00e9 pour le risque s'est affaibli.\u00a0<\/li>\n\n\n\n
  • Nasdaq 100 (NQ1) :<\/strong>\u00a024\u00a0777,25, en baisse\u00a00,91%<\/strong>\u00a0
    Les valeurs de croissance et technologiques restent tr\u00e8s sensibles aux anticipations de taux d'int\u00e9r\u00eat r\u00e9els et \u00e0 l'incertitude g\u00e9opolitique.\u00a0<\/li>\n<\/ul>\n\n\n\n

    Focus sur les actions<\/strong> <\/p>\n\n\n\n

      \n
    • Tesla (TSLA) :<\/strong>\u00a0402,51 USD, en baisse\u00a01.49%<\/strong>\u00a0
      Les actions restent sous pression aux alentours du seuil psychologique cl\u00e9 de 400 dollars.\u00a0<\/li>\n<\/ul>\n\n\n\n
      <\/div>\n\n\n\n

      2. March\u00e9 des changes<\/strong> <\/p>\n\n\n\n

        \n
      • Indice du dollar am\u00e9ricain (DXY) :<\/strong>\u00a097,933, en hausse\u00a00,29%<\/strong>\u00a0
        Les flux d'investissement vers les valeurs refuges ont soutenu le dollar. Les march\u00e9s r\u00e9\u00e9valuent son attrait d\u00e9fensif, tandis que l'inflation potentielle li\u00e9e \u00e0 l'\u00e9nergie alimente \u00e9galement les anticipations d'un maintien d'une politique mon\u00e9taire restrictive par la Fed.\u00a0<\/li>\n\n\n\n
      • EUR\/USD :<\/strong>\u00a01,18159, en hausse\u00a00,16%<\/strong>\u00a0
        L'euro fait preuve de r\u00e9silience \u00e0 ses niveaux actuels, les march\u00e9s \u00e9valuant la hausse des co\u00fbts \u00e9nerg\u00e9tiques europ\u00e9ens face aux r\u00e9ponses potentielles des banques centrales.\u00a0<\/li>\n\n\n\n
      • USD\/JPY :<\/strong>\u00a0156,004, en baisse\u00a00,06%<\/strong>\u00a0
        Refl\u00e8te un intense bras de fer entre les \u00e9carts de rendement et la demande de valeurs refuges.\u00a0<\/li>\n<\/ul>\n\n\n\n
        <\/div>\n\n\n\n

        3. M\u00e9taux pr\u00e9cieux et mati\u00e8res premi\u00e8res<\/strong> <\/p>\n\n\n\n

        M\u00e9taux pr\u00e9cieux<\/strong> <\/p>\n\n\n\n

          \n
        • Or au comptant (XAUUSD) :<\/strong>\u00a05\u00a0317,31 USD\/oz, en hausse\u00a00,74%<\/strong>\u00a0
          Les primes de risque g\u00e9opolitiques compensent int\u00e9gralement l'impact d'un dollar am\u00e9ricain plus fort.\u00a0<\/li>\n\n\n\n
        • Argent au comptant (XAGUSD) :<\/strong>\u00a092,992 USD\/oz, en baisse\u00a00,86%<\/strong>\u00a0
          L'argent a sous-perform\u00e9, soulignant ses caract\u00e9ristiques plus marqu\u00e9es de m\u00e9tal industriel et les inqui\u00e9tudes li\u00e9es au ralentissement de la croissance mondiale.\u00a0<\/li>\n<\/ul>\n\n\n\n

          mati\u00e8res premi\u00e8res<\/strong> <\/p>\n\n\n\n

            \n
          • P\u00e9trole brut (XTIUSD) :<\/strong>\u00a071,19 USD\/baril, en hausse\u00a05.62%<\/strong>\u00a0
            Les risques de rupture d'approvisionnement sont devenus le principal facteur de fixation des prix, entra\u00eenant une hausse extr\u00eame en une seule journ\u00e9e.\u00a0<\/li>\n<\/ul>\n\n\n\n
            <\/div>\n\n\n\n

            4. Actifs num\u00e9riques et \u00e9volutions macro\u00e9conomiques<\/strong> <\/p>\n\n\n\n

              \n
            • Bitcoin (BTCUSD) :<\/strong>\u00a066\u00a0443 USD, en hausse\u00a01.02%<\/strong>\u00a0
              Un support \u00e0 l'achat a \u00e9t\u00e9 trouv\u00e9 aux alentours de 65\u00a0000 USD, montrant des signes d'une \u00e9volution en phase avec l'or en tant que valeur refuge num\u00e9rique.\u00a0<\/li>\n\n\n\n
            • Ethereum (ETHUSD) :<\/strong>\u00a01\u00a0964,5 USD, en hausse\u00a01.30%<\/strong>\u00a0
              Les actifs num\u00e9riques ont connu un l\u00e9ger rebond dans un contexte d'anticipations de volatilit\u00e9 des liquidit\u00e9s fiduciaires, bien que leur nature d'actifs \u00e0 risque continue de limiter leur potentiel de hausse.\u00a0<\/li>\n<\/ul>\n\n\n\n
              <\/div>\n\n\n\n

              5. Le th\u00e8me du jour<\/strong> <\/p>\n\n\n\n

                \n
              • Zone euro :<\/strong>\u00a0Discours de la pr\u00e9sidente de la BCE, Christine Lagarde\u00a0<\/li>\n\n\n\n
              • Canada:<\/strong>\u00a0PMI manufacturier de f\u00e9vrier\u00a0<\/li>\n\n\n\n
              • \u00c9tats-Unis:<\/strong>\u00a0Indice PMI manufacturier ISM de f\u00e9vrier\u00a0<\/li>\n\n\n\n
              • \u00c9tats-Unis:<\/strong>\u00a0Indice ISM des prix manufacturiers de f\u00e9vrier\u00a0<\/li>\n<\/ul>\n\n\n\n
                <\/div>","protected":false},"excerpt":{"rendered":"

                March 2, 2026 \u2014 Global financial markets were hit by a sharp shock during the Asian session, as a sudden escalation in Middle East tensions fully ignited risk-off sentiment. Over the weekend, reports of large-scale U.S.\u2013Israeli strikes on Iran \u2014 including the deaths of several senior officials, among them Supreme Leader Ayatollah Khamenei \u2014 sent shockwaves […]<\/p>\n","protected":false},"author":9,"featured_media":4150,"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-4153","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\/4153","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=4153"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/posts\/4153\/revisions"}],"predecessor-version":[{"id":4154,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/posts\/4153\/revisions\/4154"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/media\/4150"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/media?parent=4153"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/categories?post=4153"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/tags?post=4153"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}