{"id":9513,"date":"2026-07-23T18:44:07","date_gmt":"2026-07-23T08:44:07","guid":{"rendered":"https:\/\/www.amillex.com\/?p=9513"},"modified":"2026-07-23T18:44:09","modified_gmt":"2026-07-23T08:44:09","slug":"amillex-daily-market-review-geopolitical-tensions-rattle-markets-crude-nears-90-as-gold-rallies-alongside","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/fr\/2026\/07\/23\/amillex-daily-market-review-geopolitical-tensions-rattle-markets-crude-nears-90-as-gold-rallies-alongside\/","title":{"rendered":"Revue quotidienne des march\u00e9s d&#039;Amillex | Les tensions g\u00e9opolitiques agitent les march\u00e9s\u00a0: le p\u00e9trole brut approche les 14\u00a0000\u00a0$ tandis que l&#039;or progresse."},"content":{"rendered":"<p class=\"has-black-color has-text-color has-link-color wp-elements-980e57c9cb51169cf73be2747de45ed1 wp-block-paragraph\" style=\"font-size:18px\">23 juillet 2026 \u2014 L\u2019escalade dramatique des conflits g\u00e9opolitiques au Moyen-Orient est redevenue le principal moteur des march\u00e9s financiers mondiaux. Face \u00e0 la mont\u00e9e des tensions dans le d\u00e9troit d\u2019Ormuz et les r\u00e9gions voisines, la s\u00e9curit\u00e9 des principales voies maritimes et les risques de perturbation de l\u2019approvisionnement en p\u00e9trole brut sont devenus des pr\u00e9occupations majeures. En cons\u00e9quence, les cours internationaux du p\u00e9trole brut ont d\u00e9pass\u00e9 les 21\u00a0030 dollars mercredi. Le WTI se n\u00e9gocie actuellement autour de 1\u00a0400 dollars le baril, approchant le seuil cl\u00e9 de 1\u00a0400 dollars en s\u00e9ance. Cette forte hausse des prix de l\u2019\u00e9nergie a exacerb\u00e9 les craintes des march\u00e9s quant \u00e0 une reprise des pressions inflationnistes.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-3d43be719dbae5588550b21d17c79070 wp-block-paragraph\" style=\"font-size:18px\">Port\u00e9 par une combinaison de facteurs de contagion et d&#039;achats de valeurs refuges, le march\u00e9 des m\u00e9taux pr\u00e9cieux a enregistr\u00e9 une forte hausse. L&#039;or au comptant s&#039;\u00e9changeait autour de $4,126 $\/oz en d\u00e9but de s\u00e9ance asiatique, apr\u00e8s avoir franchi la barre des $4,165,92 $\/oz lors de la s\u00e9ance pr\u00e9c\u00e9dente, atteignant ainsi son plus haut niveau en pr\u00e8s de deux semaines. Bien qu&#039;un l\u00e9ger repli de l&#039;indice du dollar am\u00e9ricain et des achats techniques aient apport\u00e9 un soutien suppl\u00e9mentaire, l&#039;orientation du march\u00e9 d\u00e9pendra fortement de l&#039;\u00e9volution de la situation g\u00e9opolitique. Si les incertitudes s&#039;accentuent, la demande de valeurs refuges pourrait faire grimper les cours de l&#039;or jusqu&#039;\u00e0 tester les niveaux de r\u00e9sistance sup\u00e9rieurs.<\/p>\n\n\n\n<div style=\"height:50px\" 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-0d8c758e55b79184082e406c571e8ab4 wp-block-paragraph\" style=\"font-size:18px\"><strong>Analyse fondamentale et de la performance des actifs<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-f684e3937dacdf56604d776ae9bcd364 wp-block-paragraph\" style=\"font-size:18px\"><strong>1. March\u00e9 boursier am\u00e9ricain<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-4dd7ea0098b0f834a4bafee811c805e0 wp-block-paragraph\" style=\"font-size:18px\"><strong>Performance de l&#039;indice<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-1e30d4afce4f350a85a8fe0adeceee1c\" style=\"font-size:18px\">Indice Dow Jones (DJI)\u00a0: \u00e0 52\u00a0224,23, en l\u00e9g\u00e8re baisse de 6,00 points (-0,01%). L\u2019indice a \u00e9volu\u00e9 dans une fourchette \u00e9troite au-dessus de 52\u00a0200. Face \u00e0 l\u2019analyse des anticipations de politique mon\u00e9taire et \u00e0 l\u2019incertitude macro\u00e9conomique, les valeurs vedettes traditionnelles et les poids lourds du secteur sont entr\u00e9s dans une phase temporaire de consolidation et d\u2019ajustement de leur valorisation.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-af55826fd122bb5bfc9b116c41e14fef\" style=\"font-size:18px\">S&amp;P 500 (SP500)\u00a0: \u00c0 7\u00a0514,82, en l\u00e9g\u00e8re hausse de 3,27 points (+0,04%). Se maintenant au-dessus du seuil psychologique des 7\u00a0500 points, l\u2019indice est engag\u00e9 dans un bras de fer entre acheteurs et vendeurs, les capitaux oscillant avec prudence entre les secteurs d\u00e9fensifs et les actifs procycliques.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-90588c36b08c020a3312272085a46ce9\" style=\"font-size:18px\">Contrats \u00e0 terme sur l&#039;indice Nasdaq 100 (T1)\u00a0: \u00e0 29\u00a0237,25, en hausse de 56,00 points (+0,191\u00a0TP3T). Malgr\u00e9 une pression g\u00e9n\u00e9ralis\u00e9e sur les g\u00e9ants technologiques, les contrats \u00e0 terme sur le secteur ont fait preuve d&#039;une forte r\u00e9silience, se maintenant au-dessus de 29\u00a0200 et t\u00e9moignant d&#039;une confiance structurelle persistante dans les fondamentaux \u00e0 long terme du secteur.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-5a384536371f126e87e69c77f37ef027 wp-block-paragraph\" style=\"font-size:18px\"><strong>Points saillants de l&#039;action<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-4b7f06fd13fb35425eb9784160704698 wp-block-paragraph\" style=\"font-size:18px\">\u00b7 Apple (AAPL) : \u00c0 $325,89, en baisse de 0,56% (-$1,85), se consolidant au-dessus de $325.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-84ad4aa27e4047b20d23374790aafd0e wp-block-paragraph\" style=\"font-size:18px\">\u00b7 Tesla (TSLA) : \u00c0 $374,01, en baisse de 1,30% (-$4,92), alors que les actions de croissance \u00e0 b\u00eata \u00e9lev\u00e9 ont subi des prises de b\u00e9n\u00e9fices techniques.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-2e4a4b2b3ac2155f93eaf4c98311bc5f wp-block-paragraph\" style=\"font-size:18px\">\u00b7 Intel (INTC) : \u00c0 $102,62, en baisse de 2,68% (-$2,83), parmi les pires performances de la technologie \u00e0 tr\u00e8s grande capitalisation.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-5542e88edc4881c19cdc7702c9690194 wp-block-paragraph\" style=\"font-size:18px\">\u00b7 Amazon (AMZN) : \u00c0 $244,85, en baisse de 1,09% (-$2,70).<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-ce17101d959f51b53454c76a12e8c0d3 wp-block-paragraph\" style=\"font-size:18px\">\u00b7 Alphabet\/Google (GOOG) : \u00c0 $342,09, en baisse de 1,46% (-$5,06).<\/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-db8ec80753b07a246f2c588b2a0f2ee3 wp-block-paragraph\" style=\"font-size:18px\"><strong>2. March\u00e9 des changes<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-010f806daf095bd1ae597922940ca980\" style=\"font-size:18px\">Indice du dollar am\u00e9ricain (DXY)\u00a0: \u00e0 101,098, en baisse de 0,041\u00a0TP3T (-0,042). Les march\u00e9s s\u2019interrogeant sur l\u2019\u00e9quilibre entre les anticipations de baisse des taux de la Fed et le maintien de taux \u00e9lev\u00e9s sur le long terme, l\u2019indice du dollar s\u2019est consolid\u00e9 autour de 101,10, en l\u2019absence de catalyseurs directionnels clairs \u00e0 court terme.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-f0be3e328f74cee65c2d42edf7d8eea4\" style=\"font-size:18px\">USD\/JPY\u00a0: \u00c0 163,089, en baisse de 0,05% (-0,077). Oscillant autour de 163, le yen reste frein\u00e9 par les risques de hausse des taux de la Banque du Japon et d\u2019intervention verbale\u00a0; toutefois, la persistance d\u2019\u00e9carts de rendement importants continue de favoriser les sorties de capitaux li\u00e9es au portage.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-28f56bea443219732abeed4061dd239f\" style=\"font-size:18px\">EUR\/USD\u00a0: \u00c0 1,14135, en hausse de 0,02% (+$0,00019). L\u2019euro a \u00e9volu\u00e9 lat\u00e9ralement autour de 1,1410, frein\u00e9 par la faiblesse des fondamentaux macro\u00e9conomiques de la zone euro qui limitent sa dynamique haussi\u00e8re, m\u00eame dans un contexte de dollar faible.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-3480f022ef24573cacc109f66d5b1068 wp-block-paragraph\" style=\"font-size:18px\"><strong>3. M\u00e9taux pr\u00e9cieux et mati\u00e8res premi\u00e8res<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-b12dd534db1df5be49bc318f6534b03d wp-block-paragraph\" style=\"font-size:18px\"><strong>M\u00e9taux pr\u00e9cieux<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-21bf3feb0a6c125f1438bf96abb32604\" style=\"font-size:18px\">Or au comptant (XAUUSD)\u00a0: Le cours s\u2019\u00e9tablit aux alentours de 4\u00a0128,08\u00a0$\/oz, en baisse de 0,041\u00a0$\/oz (-1,68\u00a0$\/oz). L\u2019or s\u2019est consolid\u00e9 entre 4\u00a0120\u00a0$ et 4\u00a0130\u00a0$\/oz. Apr\u00e8s une forte hausse en d\u00e9but de s\u00e9ance, la dynamique haussi\u00e8re s\u2019est mod\u00e9r\u00e9e, mais la demande de valeurs refuges et les investissements structurels continuent de soutenir les prix \u00e0 des niveaux \u00e9lev\u00e9s.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-0b8aebe863a62db899d833a28441ffea\" style=\"font-size:18px\">Argent au comptant (XAGUSD)\u00a0: \u00c0 $59,7305\/oz, en hausse de 0,04% (+$0,02535). Surpassant l\u00e9g\u00e8rement l\u2019or, l\u2019argent a fluctu\u00e9 pr\u00e8s du seuil de r\u00e9sistance de $60, soutenu \u00e0 la fois par l\u2019am\u00e9lioration des perspectives de la demande industrielle et par son statut de valeur refuge.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-975a6aa9da0f7f32b0aca188dbcf1075 wp-block-paragraph\" style=\"font-size:18px\"><strong>mati\u00e8res premi\u00e8res<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-493094660dba4098ee139047c3bba958\" style=\"font-size:18px\">P\u00e9trole brut WTI (XTIUSD)\u00a0: \u00c0 $88,66\u00a0$\/baril, en hausse de 2,06% (+1,79\u00a0$\/baril). Stimul\u00e9 par l\u2019escalade des risques g\u00e9opolitiques et les perturbations potentielles des cha\u00eenes d\u2019approvisionnement, le p\u00e9trole a franchi la r\u00e9sistance \u00e0 $88,50\u00a0$, ce qui a stimul\u00e9 le sentiment haussier \u00e0 court terme et les primes de risque.<\/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-d75240b6aa48ba071ededc816f153b9f wp-block-paragraph\" style=\"font-size:18px\"><strong>4. Actifs crypto et dynamique macro\u00e9conomique<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-a200b26aafa276cbc7c1fc028e0cb5e2\" style=\"font-size:18px\">Bitcoin (BTCUSD)\u00a0: \u00c0 $66\u00a0135, en hausse de 0,08% (+$52). Apr\u00e8s les r\u00e9cents replis, le Bitcoin a montr\u00e9 des signes de stabilisation autour du pivot cl\u00e9 de $66\u00a0000, la liquidit\u00e9 du march\u00e9 restant globalement atone.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-2f69a53161ecd3bcf79a231e9d3028e0\" style=\"font-size:18px\">Ethereum (ETHUSD)\u00a0: \u00c0 1\u00a0935,25\u00a0TP4T, en hausse de 0,091\u00a0TP3T (+1,71\u00a0TP4T). L\u2019ETH a form\u00e9 une base au-dessus de 1\u00a0930\u00a0TP4T. La faible app\u00e9tence pour le risque continue de privil\u00e9gier les actifs refuges traditionnels, ce qui explique l\u2019absence de signal de rupture clair dans les indicateurs de force relative de l\u2019ETH.<\/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-95548e1a5527f0e86dd856ed5985bda5 wp-block-paragraph\" style=\"font-size:18px\"><strong>5. \u00c9v\u00e9nements \u00e0 suivre aujourd&#039;hui<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-2a35a551dded182355e781f9bf315b75\" style=\"font-size:18px\">Changement d&#039;emploi en Australie<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-df680665b4ae9189fc65859d6a6281af\" style=\"font-size:18px\">Taux de ch\u00f4mage en Australie<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-31e1d0f996c8ae09080f5a4bf5124ec2\" style=\"font-size:18px\">D\u00e9cision de la BCE concernant le taux de refinancement principal<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-9b0a15bd1e227362a37c3e954d6d234c\" style=\"font-size:18px\">D\u00e9claration de politique mon\u00e9taire de la BCE<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-d0bae1b7da05b1d31d6671f33f3d52ac\" style=\"font-size:18px\">Demandes initiales d&#039;allocations ch\u00f4mage aux \u00c9tats-Unis<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-ca5021772eadb0063eaa865b84611e33\" style=\"font-size:18px\">Conf\u00e9rence de presse de la pr\u00e9sidente de la BCE, Christine Lagarde<\/li>\n<\/ul>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>","protected":false},"excerpt":{"rendered":"<p>July 23, 2026 \u2014 Dramatic escalations in Middle Eastern geopolitical conflicts have once again taken center stage as the primary driver of global financial markets. As tensions heighten across the Strait of Hormuz and neighboring regions, security along major shipping lanes and potential crude supply disruptions have been pushed to the forefront. Consequently, international crude [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":9514,"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-9513","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\/9513","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\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/comments?post=9513"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/posts\/9513\/revisions"}],"predecessor-version":[{"id":9515,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/posts\/9513\/revisions\/9515"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/media\/9514"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/media?parent=9513"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/categories?post=9513"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/tags?post=9513"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}