{"id":9520,"date":"2026-07-24T17:03:47","date_gmt":"2026-07-24T07:03:47","guid":{"rendered":"https:\/\/www.amillex.com\/?p=9520"},"modified":"2026-07-24T17:03:49","modified_gmt":"2026-07-24T07:03:49","slug":"amillex-daily-fx-review-geopolitical-tensions-surge-oil-rally-sparks-inflation-fears-weighing-on-gold","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/fr\/2026\/07\/24\/amillex-daily-fx-review-geopolitical-tensions-surge-oil-rally-sparks-inflation-fears-weighing-on-gold\/","title":{"rendered":"Analyse quotidienne du march\u00e9 des changes d&#039;Amillex | Forte mont\u00e9e des tensions g\u00e9opolitiques ; la flamb\u00e9e du p\u00e9trole alimente les craintes d&#039;inflation et p\u00e8se sur l&#039;or"},"content":{"rendered":"<p class=\"has-black-color has-text-color has-link-color wp-elements-1 wp-block-paragraph\" style=\"font-size:18px\"><strong>24 juillet 2026<\/strong> Vendredi matin, en Asie, le cours de l&#039;or au comptant s&#039;\u00e9tablissait \u00e0 environ 4\u00a0048,76 dollars l&#039;once ($4\u00a0048,76), apr\u00e8s une baisse notable de pr\u00e8s de 21\u00a0030 dollars jeudi. Cette forte turbulence des march\u00e9s s&#039;explique principalement par une escalade marqu\u00e9e des tensions r\u00e9gionales, les menaces pesant sur la s\u00e9curit\u00e9 des d\u00e9troits maritimes strat\u00e9giques et les rumeurs d&#039;actions d&#039;envergure ayant secou\u00e9 les march\u00e9s de l&#039;\u00e9nergie. Le prix du Brent a bondi de plus de 61\u00a0030 dollars jeudi, d\u00e9passant les 100 dollars le baril ($100). Cette flamb\u00e9e des prix du p\u00e9trole a rapidement aliment\u00e9 les anticipations d&#039;inflation mondiale, contraignant les march\u00e9s \u00e0 r\u00e9\u00e9valuer les orientations des politiques des banques centrales. La mont\u00e9e des anticipations de hausse des taux a fortement pes\u00e9 sur le cours de l&#039;or, actif non r\u00e9mun\u00e9rateur.<\/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\">\u00c0 l&#039;avenir, le march\u00e9 h\u00e9site entre la demande de valeurs refuges et les anticipations de hausse des taux, aliment\u00e9es par l&#039;inflation. Le prix \u00e9lev\u00e9 du p\u00e9trole accro\u00eet les risques d&#039;une seconde vague inflationniste, ce qui pourrait inciter les d\u00e9cideurs politiques \u00e0 adopter une position restrictive et peser sur le cours de l&#039;or \u00e0 court terme. Cependant, la crise actuelle offre un soutien solide aux valeurs refuges. Si les tensions s&#039;intensifient, l&#039;or conserve un potentiel de rebond rapide. Les investisseurs doivent suivre de pr\u00e8s l&#039;\u00e9volution du march\u00e9 de l&#039;\u00e9nergie et les prochaines donn\u00e9es macro\u00e9conomiques sur l&#039;inflation.<\/p>\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:20px\"><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-4 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-5 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-6\" style=\"font-size:18px\"><strong>Indice industriel Dow Jones (DJI)<\/strong>: En baisse de 507,07 points (-0,97%) \u00e0 51 717,16. Les actions \u00e0 forte valeur ajout\u00e9e ont entra\u00een\u00e9 le march\u00e9 sous le niveau des 52 000 points, les r\u00e9sultats technologiques ayant d\u00e9clench\u00e9 un sentiment g\u00e9n\u00e9ral d&#039;aversion au risque.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-7\" style=\"font-size:18px\"><strong>S&amp;P 500 (SP500)<\/strong>En baisse de 4,94 points (-0,07%) \u00e0 7\u00a0421,74. L\u2019indice a oscill\u00e9 l\u00e9g\u00e8rement au-dessus de 7\u00a0400. La forte hausse des investissements des grandes capitalisations a limit\u00e9 les valorisations, m\u00eame si les secteurs d\u00e9fensifs ont compens\u00e9 en partie les pertes du secteur technologique.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-8\" style=\"font-size:18px\"><strong>Nasdaq 100 (NQ1 !)<\/strong>: En hausse de 8,50 points (+0,03%) \u00e0 28\u00a0629,25. L\u2019indice est entr\u00e9 dans une lutte acharn\u00e9e apr\u00e8s des gains initiaux, montrant une divergence claire entre les fournisseurs de mat\u00e9riel d\u2019IA et les g\u00e9ants des logiciels\/v\u00e9hicules \u00e9lectriques.<\/li>\n<\/ul>\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>Points saillants de l&#039;action<\/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-10\" style=\"font-size:18px\"><strong>Tesla (TSLA)<\/strong>L&#039;action a chut\u00e9 de 14,521 T3 \u00e0 1 T4\u00a0319,69. Les r\u00e9sultats du deuxi\u00e8me trimestre ont r\u00e9v\u00e9l\u00e9 un flux de tr\u00e9sorerie disponible n\u00e9gatif et une pression sur les marges. La direction a annonc\u00e9 que 2026 serait une ann\u00e9e d&#039;investissements massifs (ax\u00e9e sur Robotaxi et Optimus), ce qui a entra\u00een\u00e9 une forte int\u00e9gration des risques de retour sur investissement \u00e0 court terme dans les cours.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-11\" style=\"font-size:18px\"><strong>Alphabet (GOOG)<\/strong>: Baisse de 7,13% \u00e0 $317,69. Malgr\u00e9 une forte croissance du cloud, une forte hausse des pr\u00e9visions de d\u00e9penses d&#039;investissement a suscit\u00e9 des inqui\u00e9tudes quant au retour sur investissement de l&#039;IA, accentuant la pression sur les actions de croissance \u00e0 forte valorisation.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-12\" style=\"font-size:18px\"><strong>Amazon (AMZN)<\/strong>: A chut\u00e9 de 4,57% \u00e0 $233,66. Les inqui\u00e9tudes concernant l&#039;\u00e9mission de dette et les d\u00e9penses d&#039;investissement pour l&#039;infrastructure cloud et IA ont pes\u00e9 sur le sentiment, parall\u00e8lement \u00e0 la vente massive de valeurs technologiques.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-13\" style=\"font-size:18px\"><strong>Intel (INTC)<\/strong>: A gliss\u00e9 de 2,33% \u00e0 $100,23. Le secteur des semi-conducteurs s&#039;est consolid\u00e9 \u00e0 des niveaux \u00e9lev\u00e9s alors que les march\u00e9s r\u00e9\u00e9valuaient les b\u00e9n\u00e9ficiaires directs des d\u00e9penses d&#039;investissement des m\u00e9ga-capitalisations.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-14\" style=\"font-size:18px\"><strong>Pomme (AAPL)<\/strong>: Baisse de 1,30% \u00e0 $321,66. Soutenue par un flux de tr\u00e9sorerie solide et son \u00e9cosyst\u00e8me d&#039;appareils, Apple a fait preuve d&#039;une r\u00e9silience relative lors du repli du secteur technologique.<\/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-15 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-16\" style=\"font-size:18px\"><strong>Indice du dollar am\u00e9ricain (DXY)<\/strong>\u00c0 101,427, en baisse de 0,01% (-0,009). La Fed reste attentiste. Le niveau \u00e9lev\u00e9 des bons du Tr\u00e9sor am\u00e9ricain a compens\u00e9 l&#039;aversion au risque, maintenant le dollar stable autour de 101,40.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-17\" style=\"font-size:18px\"><strong>EUR\/USD<\/strong>\u00c0 1,13792, en hausse de 0,02% (+0,00024). Les fondamentaux europ\u00e9ens ont subi une l\u00e9g\u00e8re pression, maintenant l&#039;euro en consolidation sous 1,1400 en l&#039;absence d&#039;un catalyseur directionnel fort.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-18\" style=\"font-size:18px\"><strong>USD\/JPY<\/strong>\u00c0 163,856, en baisse de 0,01% (-0,012). Les \u00e9carts de rendement \u00e9lev\u00e9s entre les \u00c9tats-Unis et le Japon ont maintenu l&#039;activit\u00e9 sur le portage du yen, la paire oscillant sous une r\u00e9sistance proche de 164,00.<\/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-19 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-20 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-21\" style=\"font-size:18px\"><strong>Or au comptant (XAUUSD)<\/strong>\u00c0 environ $4\u00a0046,82\u00a0$\/oz, en baisse de 0,07% (-2,960). L&#039;or s&#039;est consolid\u00e9 dans une fourchette haute apr\u00e8s avoir franchi le seuil des $4\u00a0000\u00a0$. Les risques g\u00e9opolitiques et la tendance \u00e0 la d\u00e9dollarisation ont soutenu les replis, tandis que les rendements \u00e9lev\u00e9s ont limit\u00e9 la hausse.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-22\" style=\"font-size:18px\"><strong>Argent au comptant (XAGUSD)<\/strong>\u00c0 $57,6225\/oz, en baisse de 0,07% (-0,03750). L&#039;argent s&#039;est maintenu \u00e0 un niveau \u00e9lev\u00e9 dans la fourchette $57\u2013$58, soutenu par la demande industrielle et les flux vers les valeurs refuges.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-23 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-24\" style=\"font-size:18px\"><strong>P\u00e9trole brut WTI (XTIUSD)<\/strong>\u00c0 $92,67\/baril, en baisse de 0,15% (-0,14). Les tensions croissantes et les inqui\u00e9tudes concernant l&#039;approvisionnement ont maintenu le prix du p\u00e9trole au-dessus de $90, les march\u00e9s restant vigilants face aux risques d&#039;inflation secondaire.<\/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-25 wp-block-paragraph\" style=\"font-size:18px\"><strong>4. Actifs crypto et tendances macro\u00e9conomiques<\/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-26\" style=\"font-size:18px\"><strong>Bitcoin (BTCUSD)<\/strong>: En baisse de 0,34% (-218) \u00e0 $64 832. A \u00e9volu\u00e9 lat\u00e9ralement apr\u00e8s avoir \u00e9chou\u00e9 \u00e0 franchir la r\u00e9sistance sup\u00e9rieure, influenc\u00e9 par le sentiment d&#039;aversion au risque dans les actions technologiques.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-27\" style=\"font-size:18px\"><strong>Ethereum (ETHUSD)<\/strong>: En baisse de 0,37% (-7,01) \u00e0 $1,869,90. Continue de sous-performer le Bitcoin, car le resserrement de l&#039;app\u00e9tit pour le risque a orient\u00e9 les capitaux vers les valeurs refuges traditionnelles et les actifs macro\u00e9conomiques.<\/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-28 wp-block-paragraph\" style=\"font-size:18px\"><strong>5. \u00c9v\u00e9nements cl\u00e9s du jour<\/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-29\" style=\"font-size:18px\">Ventes au d\u00e9tail au Royaume-Uni (mois)<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-30\" style=\"font-size:18px\">Indice de performance industrielle (PMI) du secteur manufacturier fran\u00e7ais (Flash)<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-31\" style=\"font-size:18px\">Services fran\u00e7ais PMI (Flash)<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-32\" style=\"font-size:18px\">PMI de fabrication allemande (Flash)<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-33\" style=\"font-size:18px\">Services allemands PMI (Flash)<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-34\" style=\"font-size:18px\">Indice PMI manufacturier britannique (Flash)<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-35\" style=\"font-size:18px\">Services britanniques PMI (Flash)<\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>July 24, 2026 \u2014 In Friday\u2019s early Asian session, spot gold traded near $4,048.76\/oz following a notable decline of nearly 2% on Thursday. The key driver behind this market turbulence was a sharp escalation in regional tensions, with security threats to critical maritime straits and rumors of major actions jolting energy markets. Brent crude surged [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":9517,"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":"","_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":""},"categories":[8],"tags":[],"class_list":["post-9520","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\/9520","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=9520"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/posts\/9520\/revisions"}],"predecessor-version":[{"id":9521,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/posts\/9520\/revisions\/9521"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/media\/9517"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/media?parent=9520"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/categories?post=9520"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/tags?post=9520"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}