{"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\/pt\/2026\/08\/03\/amillex-daily-market-review-gold-and-crude-oil-pressure-in-asian-session-amid-usd-rebound-and-geopolitical-de-escalation\/","title":{"rendered":"Amillex Daily Market Commentary | Gold and Crude Oil Pressure in Asian Session Amid USD Rebound and Geopolitical De-escalation"},"content":{"rendered":"<p class=\"has-black-color has-text-color has-link-color wp-elements-1 wp-block-paragraph\" style=\"font-size:18px\">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 tensions took a major turn after the US side announced over the weekend that it agreed to cancel related actions, with both parties resuming talks today. Consequently, safe-haven premiums rapidly evaporated.<\/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\">The sudden cooling of tensions dealt a heavy blow to energy markets. WTI crude oil opened nearly 7% lower on Monday, briefly dropping below the $80 mark to $78.78\/barrel before recovering to trade around $80.81\/barrel. Overall, as hawkish Fed expectations resurface and tail-risk headwinds ease, the market faces short-term liquidity drawdowns. Traders should closely monitor upcoming negotiations and guidance from impending US macroeconomic data.<\/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-3 wp-block-paragraph\" style=\"font-size:20px\"><strong>Asset Classes &amp; Fundamental Analysis<\/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. US Stock Market<\/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>Index Performance<\/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>Dow Jones Industrial Average (DJI)<\/strong>: 52,490.26 (+277.05 pts, +0.53%). Traditional industrial and defensive sectors rebounded steadily, maintaining a choppy upward trend above 52,000 points.<\/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>: 7,535.47 (+54.88 pts, +0.73%). Boosted by better-than-expected tech earnings, the index climbed steadily after breaking 7,500 points as market risk appetite surged.<\/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>: 28,611.50 (+207.25 pts, +0.73%). Earnings releases from tech heavyweights drove a broader growth stock rally, with bulls remaining in full control.<\/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>Stock Highlights<\/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>Amazon (AMZN)<\/strong>: $271.58 (+15.32% \/ +$36.08). Robust e-commerce and cloud computing results significantly boosted confidence in AI monetization and core resilience, drawing massive capital inflows.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-11\" style=\"font-size:18px\"><strong>Google\/Alphabet (GOOG)<\/strong>: $356.13 (+6.73% \/ +$22.47). Steady growth in advertising alongside capital expenditure efficiencies in AI propelled shares sharply higher.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-12\" style=\"font-size:18px\"><strong>Apple (AAPL)<\/strong>: $308.91 (-7.35% \/ -$24.52). Diverged sharply from the broader tech rally as supply chain cost pressures and slowing hardware demand led to heavy capital outflows and consolidation.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-13\" style=\"font-size:18px\"><strong>Tesla (TSLA)<\/strong>: $311.21 (+0.76% \/ +$2.36). Consolidated smoothly above the $310 level.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-14\" style=\"font-size:18px\"><strong>Intel (INTC)<\/strong>: $90.20 (-1.02% \/ -$0.93). Competitive pressures in traditional chip business continued to cap valuation upside.<\/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. Foreign Exchange Market<\/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>US Dollar Index (DXY)<\/strong>: 99.629 (-0.17% \/ -0.173 pts). The dollar stayed under pressure below 100 as mild macro data collided with rate-cut expectations, capping bounce potential.<\/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>: 1.15397 (+0.09% \/ +0.00103). Supported by dollar weakness, the Euro fluctuated gently above 1.15, though weak European fundamentals capped breakout potential.<\/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>: 156.232 (-0.77% \/ -1.220 pts). The Yen appreciated sharply on rising expectations of BOJ policy normalization and safe-haven inflows, pushing USD\/JPY downward.<\/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. Precious Metals &amp; Commodities<\/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>Metais preciosos<\/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>Spot Gold (XAUUSD)<\/strong>: $4,057.61\/oz (+0.31% \/ +$12.445). Gold consolidated near highs above $4,000, anchored by expectations of declining real rates and sustained geopolitical demand.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-22\" style=\"font-size:18px\"><strong>Spot Silver (XAGUSD)<\/strong>: $58.1975\/oz (+0.98% \/ +$0.565). Silver continued to outperform gold, fueled by recovering industrial demand and bullish precious metal sentiment.<\/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>Commodities<\/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>WTI Crude Oil (XTIUSD)<\/strong>: $80.77\/bbl (-6.65% \/ -$5.75). Prices plunged as Middle East risk premiums faded, while supply-side output signals and slowing global manufacturing demand pushed oil down sharply to test the $80 handle.<\/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. Crypto Assets &amp; Macro Trends<\/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>: $63,226 (-0.43% \/ -$274). Range-bound near $63,000 as capital drawn toward US tech stocks left crypto market liquidity in consolidation mode.<\/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>: $1,871.53 (-0.63% \/ -$11.82). Mirrored market weakness, searching for local floor support below $1,900.<\/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. Key Events Today<\/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\">Swiss CPI MoM<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-30\" style=\"font-size:18px\">US ISM Manufacturing PMI<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-31\" style=\"font-size:18px\">US ISM Manufacturing Prices Paid<\/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":"","_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-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\/pt\/wp-json\/wp\/v2\/posts\/9631","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/comments?post=9631"}],"version-history":[{"count":2,"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/posts\/9631\/revisions"}],"predecessor-version":[{"id":9658,"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/posts\/9631\/revisions\/9658"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/media\/9628"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/media?parent=9631"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/categories?post=9631"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/pt\/wp-json\/wp\/v2\/tags?post=9631"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}