{"id":9631,"date":"2026-08-03T16:07:09","date_gmt":"2026-08-03T06:07:09","guid":{"rendered":"https:\/\/www.amillex.com\/?p=9631"},"modified":"2026-08-04T16:46:45","modified_gmt":"2026-08-04T06:46:45","slug":"amillex-daily-market-review-gold-and-crude-oil-pressure-in-asian-session-amid-usd-rebound-and-geopolitical-de-escalation","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/fr\/2026\/08\/03\/amillex-daily-market-review-gold-and-crude-oil-pressure-in-asian-session-amid-usd-rebound-and-geopolitical-de-escalation\/","title":{"rendered":"Commentaire quotidien d&#039;Amillex sur les march\u00e9s | Pression sur l&#039;or et le p\u00e9trole brut lors de la s\u00e9ance asiatique, dans un contexte de rebond du dollar et de d\u00e9sescalade g\u00e9opolitique"},"content":{"rendered":"<p class=\"has-black-color has-text-color has-link-color wp-elements-4099636ee59c6f5d97ca243313cb07b2 wp-block-paragraph\" style=\"font-size:18px\">Lundi matin 3 ao\u00fbt 2026, durant la s\u00e9ance asiatique, les march\u00e9s financiers mondiaux ont connu un important r\u00e9\u00e9quilibrage de portefeuille. L&#039;or au comptant s&#039;\u00e9changeait autour de $4\u00a0066,85\u00a0$\/oz. La dynamique haussi\u00e8re a \u00e9t\u00e9 nettement frein\u00e9e et les gains limit\u00e9s par le fort rebond de l&#039;indice du dollar am\u00e9ricain apr\u00e8s son plus bas niveau en un mois, conjugu\u00e9 \u00e0 une l\u00e9g\u00e8re reprise des anticipations de hausse des taux de la Fed. Parall\u00e8lement, les tensions internationales ont connu un tournant majeur apr\u00e8s l&#039;annonce, durant le week-end, par les \u00c9tats-Unis de leur accord pour annuler les mesures pr\u00e9vues, les deux parties ayant repris les n\u00e9gociations le jour m\u00eame. En cons\u00e9quence, les primes de risque sur les valeurs refuges se sont rapidement \u00e9vapor\u00e9es.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-03cf0067aee877c0fa8ea32e0d5ce037 wp-block-paragraph\" style=\"font-size:18px\">Le refroidissement soudain des tensions a fortement pes\u00e9 sur les march\u00e9s de l&#039;\u00e9nergie. Le p\u00e9trole brut WTI a ouvert en baisse de pr\u00e8s de 71\u00a0000\u00a0dollars lundi, passant bri\u00e8vement sous la barre des 1\u00a0400\u00a0dollars, \u00e0 ...<\/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-ccb2c1f76c7377aa777eee21203de725 wp-block-paragraph\" style=\"font-size:20px\"><strong>Classes d&#039;actifs et analyse fondamentale<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-2e154ee848d140e27a7cf93f9a3629cb 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-1bdaaaad9bbedd44b38e3e7d52b8cecd\" style=\"font-size:18px\"><strong>Indice industriel Dow Jones (DJI)<\/strong>52\u00a0490,26 (+277,05 pts, +0,53%). Les secteurs industriels et d\u00e9fensifs traditionnels ont rebondi r\u00e9guli\u00e8rement, maintenant une tendance haussi\u00e8re irr\u00e9guli\u00e8re au-dessus de 52\u00a0000 points.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-31c830e4cec751be27f4e8b9a530bcb6\" style=\"font-size:18px\"><strong>S&amp;P 500 (SP500)<\/strong>7\u00a0535,47 (+54,88 pts, +0,73%). Port\u00e9 par des r\u00e9sultats technologiques meilleurs que pr\u00e9vu, l\u2019indice a progress\u00e9 r\u00e9guli\u00e8rement apr\u00e8s avoir franchi la barre des 7\u00a0500 points, dans un contexte de forte app\u00e9tence pour le risque sur les march\u00e9s.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-7b5073593b7cb7e064fc114d1ab3ceb0\" style=\"font-size:18px\"><strong>Nasdaq 100 (NQ1 !)<\/strong>28\u00a0611,50 (+207,25 pts, +0,73%). Les publications de r\u00e9sultats des g\u00e9ants technologiques ont entra\u00een\u00e9 une hausse g\u00e9n\u00e9ralis\u00e9e des valeurs de croissance, les acheteurs conservant la mainmise sur le march\u00e9.<\/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<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-e717e8cedefa5a55d0ae5e8818cd3ad4\" style=\"font-size:18px\"><strong>Amazon (AMZN)<\/strong>$271,58 (+15,32% \/ +$36,08). Les excellents r\u00e9sultats du commerce \u00e9lectronique et du cloud computing ont consid\u00e9rablement renforc\u00e9 la confiance dans la mon\u00e9tisation de l&#039;IA et la r\u00e9silience des syst\u00e8mes fondamentaux, attirant d&#039;importants flux de capitaux.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-8b6b4cdcfda68da430b816fd685dfa68\" style=\"font-size:18px\"><strong>Google\/Alphabet (GOOG)<\/strong>$356,13 (+6,73% \/ +$22,47). La croissance soutenue des recettes publicitaires, conjugu\u00e9e aux gains d&#039;efficacit\u00e9 des investissements en intelligence artificielle, a fait grimper le cours de l&#039;action de mani\u00e8re significative.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-3cbdee98464fdd440a00c137e0609843\" style=\"font-size:18px\"><strong>Pomme (AAPL)<\/strong>: $308,91 (-7,35% \/ -$24,52). S&#039;est fortement d\u00e9marqu\u00e9 de la hausse g\u00e9n\u00e9rale du secteur technologique, les pressions sur les co\u00fbts de la cha\u00eene d&#039;approvisionnement et le ralentissement de la demande de mat\u00e9riel ayant entra\u00een\u00e9 d&#039;importantes sorties de capitaux et une consolidation.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-384addb9221f2d00f7273641ff007e7c\" style=\"font-size:18px\"><strong>Tesla (TSLA)<\/strong>$311,21 (+0,76% \/ +$2,36). Consolidation en douceur au-dessus du niveau $310.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-170440df1517c9f19e4b5ff9991cd939\" style=\"font-size:18px\"><strong>Intel (INTC)<\/strong>: $90,20 (-1,02% \/ -$0,93). La pression concurrentielle sur le march\u00e9 traditionnel des semi-conducteurs a continu\u00e9 de limiter la hausse de la valorisation.<\/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-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-4ed3a5c64e436a17e01dcd4dd4c51e9e\" style=\"font-size:18px\"><strong>Indice du dollar am\u00e9ricain (DXY)<\/strong>: 99,629 (-0,17% \/ -0,173 pts). Le dollar est rest\u00e9 sous pression sous la barre des 100, des donn\u00e9es macro\u00e9conomiques mitig\u00e9es se heurtant aux anticipations de baisse des taux, limitant ainsi son potentiel de rebond.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-658591da638d31c51470a648c35ab964\" style=\"font-size:18px\"><strong>EUR\/USD<\/strong>1,15397 (+0,09% \/ +0,00103). Soutenu par la faiblesse du dollar, l&#039;euro a l\u00e9g\u00e8rement fluctu\u00e9 au-dessus de 1,15, bien que la fragilit\u00e9 des fondamentaux europ\u00e9ens ait limit\u00e9 son potentiel de perc\u00e9e.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-c487b906fce659a1cc44bbeb7b1526e3\" style=\"font-size:18px\"><strong>USD\/JPY<\/strong>: 156,232 (-0,77% \/ -1,220 pts). Le yen s&#039;est fortement appr\u00e9ci\u00e9 face aux anticipations croissantes de normalisation de la politique de la Banque du Japon et aux entr\u00e9es de capitaux vers les valeurs refuges, ce qui a fait baisser le taux de change USD\/JPY.<\/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-e6578dad694c120ad4088351e33410da\" style=\"font-size:18px\"><strong>Or au comptant (XAUUSD)<\/strong>L&#039;or s&#039;est consolid\u00e9 pr\u00e8s de ses sommets sup\u00e9rieurs \u00e0 4\u00a0000\u00a0$ ($4,057,61\/oz) (+0,31% \/ +$12,445). Ce cours s&#039;appuie sur les anticipations de baisse des taux d&#039;int\u00e9r\u00eat r\u00e9els et sur une demande g\u00e9opolitique soutenue.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-d6bff8bbda0b87a30daff1797b3b14aa\" style=\"font-size:18px\"><strong>Argent au comptant (XAGUSD)<\/strong>: $58,1975\/oz (+0,98% \/ +$0,565). L&#039;argent a continu\u00e9 de surperformer l&#039;or, soutenu par la reprise de la demande industrielle et un sentiment haussier sur les m\u00e9taux pr\u00e9cieux.<\/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-8a879365c397399c87f0960e87b98d9b\" style=\"font-size:18px\"><strong>P\u00e9trole brut WTI (XTIUSD)<\/strong>$80\u00a0: 0,77\/bbl (-6,65% \/ -$5,75). Les prix ont chut\u00e9 suite \u00e0 la disparition des primes de risque au Moyen-Orient, tandis que les signaux de production et le ralentissement de la demande manufacturi\u00e8re mondiale ont fortement fait baisser le prix du p\u00e9trole, qui a test\u00e9 le seuil des $80.<\/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-59276c7ad695d8c9a15ec2cc1e965667 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-93c32643a68c073316a646c7c6217598\" style=\"font-size:18px\"><strong>Bitcoin (BTCUSD)<\/strong>: $63,226 (-0,43% \/ -$274). \u00c9voluant dans une fourchette proche de $63,000, les capitaux attir\u00e9s par les valeurs technologiques am\u00e9ricaines ayant laiss\u00e9 la liquidit\u00e9 du march\u00e9 des cryptomonnaies en phase de consolidation.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-ae55f96345052c813353b8c18cc090aa\" style=\"font-size:18px\"><strong>Ethereum (ETHUSD)<\/strong>$1\u00a0871,53 (-0,63% \/ -$11,82). Reflet de la faiblesse du march\u00e9, recherche d&#039;un support local sous $1\u00a0900.<\/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-a1efdf0c57350d5219f2a63dcec72683 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-1141be7edb482a1acd223e6bc8110b38\" style=\"font-size:18px\">IPC suisse MoM<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-25f674fb4bcd5d33ad1c83c143bc2368\" style=\"font-size:18px\">Indice de performance industrielle (ISM) am\u00e9ricain<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-715e19d78d0c1916c7a08cf634e8f709\" style=\"font-size:18px\">Prix de fabrication ISM am\u00e9ricains pay\u00e9s<\/li>\n<\/ul>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>","protected":false},"excerpt":{"rendered":"<p>On Monday morning, August 3, 2026, during the Asian session, global financial markets experienced significant portfolio rebalancing. Spot gold traded around $4,066.85\/oz. Bullish momentum was visibly suppressed and gains capped as the US Dollar Index rebounded strongly from its one-month low, coupled with a slight resurgence in market expectations for Fed rate hikes. Simultaneously, external [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":9628,"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-9631","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\/9631","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=9631"}],"version-history":[{"count":2,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/posts\/9631\/revisions"}],"predecessor-version":[{"id":9658,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/posts\/9631\/revisions\/9658"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/media\/9628"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/media?parent=9631"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/categories?post=9631"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/fr\/wp-json\/wp\/v2\/tags?post=9631"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}