{"id":11551,"date":"2026-11-12T15:13:04","date_gmt":"2026-11-12T04:13:04","guid":{"rendered":"https:\/\/www.amillex.com\/2026\/11\/12\/amillex-daily-market-commentary-strong-dollar-pushes-gold-below-4000-irans-nuclear-stance-supports-oil\/"},"modified":"2026-11-12T15:13:04","modified_gmt":"2026-11-12T04:13:04","slug":"amillex-daily-market-commentary-strong-dollar-pushes-gold-below-4000-irans-nuclear-stance-supports-oil","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/it\/2026\/11\/12\/amillex-daily-market-commentary-strong-dollar-pushes-gold-below-4000-irans-nuclear-stance-supports-oil\/","title":{"rendered":"Amillex Daily Market Commentary | Strong Dollar Pushes Gold Below $4,000; Iran&#8217;s Nuclear Stance Supports Oil"},"content":{"rendered":"<p class=\"has-black-color has-text-color has-link-color wp-elements-1 wp-block-paragraph\" style=\"font-size:18px\">On Thursday, November 12, 2026, global financial markets continued to digest the policy repricing triggered by hotter-than-expected US inflation. In early Asian trading, spot gold hovered around $3,981\/oz after falling 1.12% on Wednesday and losing the psychological $4,000\/oz level. US October CPI rose 0.4% month-on-month, beating forecasts for the third month in a row, while hawkish remarks from Fed Governor Waller and other officials lifted market pricing for a 25-basis-point December hike to about 87%. Bets on a 50-basis-point move also climbed above 10%, pushing the US Dollar Index to its highest level since April 2025 and weighing on the appeal of non-yielding assets. If sticky inflation is further confirmed, gold may stay under pressure; on the other hand, steady central bank buying could offer some support at lower levels.<\/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\">In the energy market, WTI crude traded around $86.27\/barrel in early trading. Iran&#8217;s top security official said the country will not allow any enriched nuclear material to leave Iran, and with shipping disruptions in the Strait of Hormuz showing little sign of easing, supply concerns returned and lent support to oil prices. At the same time, reports that Washington is considering direct talks with Iran have kept hopes of de-escalation alive. With these forces pulling in opposite directions, oil may stay range-bound in the short term. Today, investors will watch UK GDP data and US initial jobless claims for further clues on global growth momentum and the monetary policy path.<\/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-3 wp-block-paragraph\" style=\"font-size:18px\"><strong>Multi-Asset Market &amp; Fundamental Analysis (November 12, 2026)<\/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. Mercato azionario statunitense<\/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 dell&#039;indice<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-6 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Indice Dow Jones Industrial Average (DJI):<\/strong> Reported at 52,486.49, up 254.60 points or 0.49% intraday. The index held above 52,400 as CoreWeave&#8217;s earnings eased worries about the sustainability of the AI rally, and improving risk appetite lifted blue-chip heavyweights modestly.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-7 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Indice S&amp;P 500 (SP500):<\/strong> Reported at 7,619.38, up 98.45 points or 1.31% intraday. The index broke above 7,600, led by technology, as a 5.7% jump in the Philadelphia Semiconductor Index provided strong momentum and the VIX eased to 17.49.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-8 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Indice Nasdaq 100 (NQ1!):<\/strong> Reported at 28,201.25, down 272.00 points or 0.96%. Futures slipped near 28,200 after reports of a possible leadership change at Nvidia sent its shares down more than 9% after hours, weighing on sentiment toward tech heavyweights.<\/p>\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>Punti salienti del titolo azionario<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-10 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Tesla (TSLA):<\/strong> Reported at $390.84, up 2.91%. Climbed above $390 as a recovery in risk appetite for growth stocks extended the rebound.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-11 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Apple (AAPL):<\/strong> Reported at $355.63, up 2.04%. Set a fresh near-term high as demand for large-cap tech leaders clearly improved.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-12 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Intel (INTC):<\/strong> Reported at $62.50, up sharply by 7.52%. Reclaimed $60 as a broad rally across the semiconductor sector drove a strong rebound.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-13 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Amazon (AMZN):<\/strong> Reported at $266.17, down 1.74%. Bucked the broader gains and slipped to around $266 on profit-taking after earlier strength.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-14 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Alphabet \/ Google (GOOGL):<\/strong> Reported at $293.45, up 2.11%. Approached $295 as improving sentiment toward AI-related assets lifted the shares.<\/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-15 wp-block-paragraph\" style=\"font-size:18px\"><strong>2. Mercato dei cambi<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-16 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Indice del dollaro USA (DXY):<\/strong> Reported at 102.842, essentially flat intraday. The dollar consolidated at elevated levels near 102.8 after gaining 0.64% on Wednesday, with bets on a December Fed hike continuing to provide support.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-17 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 EUR\/USD:<\/strong> Reported at 1.10978, slightly up 0.08% intraday. Stabilized near 1.110 after earlier falling to its lowest level since May 2025, as a widening US\u2013Euro rate gap continued to cap the euro&#8217;s rebound.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-18 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 USD\/JPY:<\/strong> Reported at 159.581, slightly down 0.14% intraday. Eased after approaching the psychological 160 level amid caution over possible intervention, although the wide US\u2013Japan rate gap still underpins the dollar.<\/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-19 wp-block-paragraph\" style=\"font-size:18px\"><strong>3. Metalli preziosi e materie prime<\/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>Metalli preziosi<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-21 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Oro spot (XAUUSD):<\/strong> Reported at $3,994.38\/oz, up $6.68 or 0.17% intraday. Gold staged a small technical rebound after breaking below $4,000, but a strong dollar and rising rate-hike expectations continue to cap the upside.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-22 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Argento spot (XAGUSD):<\/strong> Reported at $51.7739\/oz, slightly up 0.21% intraday. Silver traded in a narrow range near $51.7 as industrial demand expectations offset broader pressure on precious metals.<\/p>\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>materie prime<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-24 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Petrolio greggio (XTIUSD):<\/strong> Reported at $85.947\/barrel, down $0.465 or 0.54% intraday. Oil fluctuated around $86\/barrel as API data showed a 9-million-barrel build in US crude inventories, partly offsetting supply concerns.<\/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-25 wp-block-paragraph\" style=\"font-size:18px\"><strong>4. Criptovalute e dinamiche macroeconomiche<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-26 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Bitcoin (BTCUSD):<\/strong> Reported at $73,997, slightly up 0.10% intraday. Bitcoin consolidated just below $74,000 as rising rate-hike expectations limited risk capital&#8217;s appetite to chase higher.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-27 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 Ethereum (ETHUSD):<\/strong> Reported at $2,059.66, slightly up 0.27% intraday. Stabilized in the $2,050\u20132,060 zone, trading with low volatility in line with the broader crypto market.<\/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-28 wp-block-paragraph\" style=\"font-size:18px\"><strong>5. Eventi chiave di oggi<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-29 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 UK September GDP MoM<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-30 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 UK Q3 Preliminary GDP QoQ<\/strong><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-31 wp-block-paragraph\" style=\"font-size:18px\"><strong>\u2022 US Initial Jobless Claims (Week Ending November 7)<\/strong><\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>","protected":false},"excerpt":{"rendered":"<p>On Thursday, November 12, 2026, global financial markets continued to digest the policy repricing triggered by hotter-than-expected US inflation. In early Asian trading, spot gold hovered around $3,981\/oz after falling 1.12% on Wednesday and losing the psychological $4,000\/oz level. US October CPI rose 0.4% month-on-month, beating forecasts for the third month in a row, while [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":11549,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ocean_front_end_style_editor":"no","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-11551","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-english-news","entry","has-media"],"_links":{"self":[{"href":"https:\/\/www.amillex.com\/it\/wp-json\/wp\/v2\/posts\/11551","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.amillex.com\/it\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.amillex.com\/it\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/it\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/it\/wp-json\/wp\/v2\/comments?post=11551"}],"version-history":[{"count":0,"href":"https:\/\/www.amillex.com\/it\/wp-json\/wp\/v2\/posts\/11551\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/it\/wp-json\/wp\/v2\/media\/11549"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/it\/wp-json\/wp\/v2\/media?parent=11551"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/it\/wp-json\/wp\/v2\/categories?post=11551"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/it\/wp-json\/wp\/v2\/tags?post=11551"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}