{"id":10390,"date":"2026-09-01T17:53:08","date_gmt":"2026-09-01T07:53:08","guid":{"rendered":"https:\/\/www.amillex.com\/?p=10390"},"modified":"2026-09-01T17:53:10","modified_gmt":"2026-09-01T07:53:10","slug":"amillex-daily-market-commentary-geopolitical-tensions-intertwine-with-hawkish-shadows-as-gold-pressures-near-two-week-lows","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/uz\/2026\/09\/01\/amillex-daily-market-commentary-geopolitical-tensions-intertwine-with-hawkish-shadows-as-gold-pressures-near-two-week-lows\/","title":{"rendered":"Amillex kundalik bozor sharhi | Geosiyosiy keskinliklar ikki haftalik eng past ko&#039;rsatkichlarga yaqinlashganda, oltin bosimi Hawkish soyalari bilan chambarchas bog&#039;liq"},"content":{"rendered":"<p class=\"has-black-color has-text-color has-link-color wp-elements-1 wp-block-paragraph\" style=\"font-size:18px\">2026-yil 1-sentabrda global moliyaviy bozorlar AQSh va Xitoyning iqtisodiy ma&#039;lumotlari e&#039;lon qilinishidan oldin geosiyosiy inqirozlar va pul-kredit siyosatining kutilmagan natijalari o&#039;rtasida keskin to&#039;qnashuvni namoyish etdi. AQShning Eronning Larak orolidagi raketa uchirish moslamalariga zarbalaridan so&#039;ng, Islom inqilobi qo&#039;riqchilari korpusi Iordaniyadagi AQSh bazasiga raketalar otish bilan javob qaytardi. Tramp qat&#039;iy ravishda &quot;qat&#039;iy javob berishga&quot; va&#039;da bergani sababli, Yaqin Sharqdagi geosiyosiy mojarolar keskin kuchaydi. Xom neft bozori birinchi bo&#039;lib ko&#039;tarildi, WTI xom nefti kuchli ko&#039;tarilib, bir barrel uchun $86.36 atrofida savdoga chiqdi. Xom neftning bu keskin ko&#039;tarilishi inflyatsiya xavfini kuchaytirdi va o&#039;tgan juma kuni Jekson Xolda Fed raisi Uorshning &quot;Iyul oyidagi 3.7% PCE maqsaddan ancha yuqori bo&#039;lib qolmoqda va agar inflyatsiya sekinlashmasa, stavkalarning oshishi davom etadi&quot; degan so&#039;zlariga ko&#039;proq ahamiyat berdi. Ushbu o&#039;zgarishlar tufayli sentyabr va dekabr oylarida stavkalarning oshishi uchun bozor narxlari kuchli sur&#039;atga erishdi, bu esa oltinni bosim ostida qoldirdi va ikki haftalik eng past ko&#039;rsatkichga yaqinlashdi.<\/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\">Kelajakka nazar tashlasak, geosiyosiy xavf premiyalari va yuqori real foiz stavkalari oltinning baholash langari ustidan tortishuvga sabab bo&#039;lmoqda. Yaqin Sharqdagi mojaroning kengayishi pastroq darajalarda ishonchli xavfsiz boshpana sotib olishni qo&#039;llab-quvvatlasa-da, AQSh dollari indeksi va G&#039;aznachilik daromadliligining tiklanishi - Fedning qattiqlashishga qaytishi signali bilan rag&#039;batlantirildi - oltinning o&#039;sish sur&#039;atini bostirishda davom etmoqda. Qisqa muddatda bozorlar yaqinlashib kelayotgan AQShning qishloq xo&#039;jaligi bo&#039;lmagan ish haqi va avgust oyidagi iste&#039;mol narxlari indeksi ma&#039;lumotlariga diqqat bilan e&#039;tibor qaratmoqda. Agar iqtisodiy va inflyatsiya ma&#039;lumotlari barqarorlikni namoyish etsa, stavkalarning mustahkamlanishiga oid kutilgan natijalar oltinni asosiy pastga yo&#039;naltirilgan qo&#039;llab-quvvatlashni sinab ko&#039;rishga undaydi; aksincha, agar geosiyosiy xavflar tarkibiy ta&#039;minot inqiroziga aylanib ketsa, oltin hali ham yuqoriga ko&#039;tarilish sur&#039;atini qaytarishi mumkin.<\/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:18px\"><strong>Ko&#039;p aktivli bozor tendentsiyalari va fundamental tahlil<\/strong><\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-4\" style=\"font-size:18px\"><strong>AQSh qimmatli qog&#039;ozlar bozori<\/strong>\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-5\" style=\"font-size:18px\"><strong>Indeks samaradorligi<\/strong>\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 sanoat o&#039;rtacha ko&#039;rsatkichi (DJI):<\/strong> Kun davomida 374,02 punktga yoki 0,70% ga pasayib, 53 191,33 punktni tashkil etdi. An&#039;anaviy sanoat va tsiklik og&#039;irliklar ta&#039;sirida kapital makroiqtisodiy siyosat oynasi oldidan tavakkalchilikdan qochish va foyda olishga kuchli moyillikni ko&#039;rsatdi.<\/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 indeksi (SP500):<\/strong> Kun davomida 2,60 punktga yoki 0,03% ga biroz ko&#039;tarilib, 7701,75 punktni tashkil etdi. Indeks 7700 darajasi atrofida tor diapazonda savdo qildi, chunki tarkibiy aksiyalar orasidagi tafovut yo&#039;nalish momentumini neytrallashtirdi.<\/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 indeksi (NQ1!):<\/strong> 29 506,75 punktni tashkil etdi, bu 6,25 punktga yoki 0,02% ga biroz pasayishdir. Texnologiya gigantlari sezilarli darajada farq qilishdi; bozorlar qayta kalibrlangan foiz stavkalari kutilgan natijalar va yuqori baholar o&#039;rtasida muvozanatni qidirdilar, bu esa yuqori beta-aktivlarni yonma-yon konsolidatsiyalashga olib keldi.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-9\" style=\"font-size:18px\"><strong>Stok<\/strong>s\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> $367.95 darajasida, $19.20 (+5.51%) o&#039;sishi bilan trendni buzdi. Kapital yuqori elastiklikli, mustaqil alfa o&#039;yinlariga jamlangan bo&#039;lib, aksiyalarga xos katalizatorlar neytral makro-likvidlik foniga samarali qarshilik ko&#039;rsatadi.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-11\" style=\"font-size:18px\"><strong>Apple (AAPL):<\/strong> $316.85 darajasida, $2.85 (-0.89%) ga tushdi. Mega-kapitallashgan texnologiyalar bo&#039;yicha baholashning qayta muvozanatlashuvi ta&#039;sirida aksiyalar $320 dan biroz pastga tushdi.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-12\" style=\"font-size:18px\"><strong>Intel (INTC):<\/strong> $89.51 darajasida, $0.04 (+0.04%) ga biroz oshdi. Xaridorlar va sotuvchilar vaqtinchalik talab-taklif balansiga erishilganligi sababli, yarimo&#039;tkazgichlar segmenti pastroq darajalarda barqarorlashdi.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-13\" style=\"font-size:18px\"><strong>Amazon (AMZN):<\/strong> $259.77 da, $6.66 (-2.50%) ga pasaydi.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-14\" style=\"font-size:18px\"><strong>Alifbo (GOOGL):<\/strong> $339.35 darajasida, $7.24 (-2.09%) ga pasaydi. Internet va bulutli hisoblash gigantlari keng miqyosda bosqichma-bosqich foyda olishga duch kelishdi, bu esa texnologiya sektorining umumiy o&#039;sish sur&#039;atini cheklab qo&#039;ydi.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-15\" style=\"font-size:18px\"><strong>Valyuta bozori<\/strong>\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>AQSh dollari indeksi (DXY):<\/strong> Kun davomida 0,036 (+0,04%) ga biroz ko&#039;tarilib, 99,449 darajasida bo&#039;ldi. DXY 99,50 atrofida tor doirada konsolidatsiyalandi. Bozorlar Fedning terminal kurs trayektoriyasini qayta baholayotgan bir paytda, kurs farqi bo&#039;yicha kutilgan natijalar dollarga marjinal qo&#039;llab-quvvatlashni ta&#039;minladi, ammo makro o&#039;sish kutilgan natijalarni yumshatish bilan o&#039;sish tendentsiyalari saqlanib qolmoqda.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-17\" style=\"font-size:18px\"><strong>Yevro\/AQSh dollari:<\/strong> 1.16140 darajasida, 0.00030 (-0.03%) ga biroz pasaydi. Yevro hududidagi zaif ichki iqtisodiy impuls Yevroning tiklanish potentsialini cheklashda davom etmoqda va stavkani 1.1600 dan yuqori darajada mo&#039;rt konsolidatsiyada ushlab turibdi.<\/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> 159.817 darajasida, 0.077 (+0.05%) ga ko&#039;tarildi. Yen doimiy ravishda muhim psixologik 160 darajasini sinab ko&#039;rdi. BOJ siyosatining normallashishi mumkinligi haqidagi munozaralarga qaramay, AQSh-Yaponiya stavkalari spredlarining ko&#039;tarilishi fonida savdo rentabelligi farqlari ustunlik qilishda davom etmoqda.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-19\" style=\"font-size:18px\"><strong>Qimmatbaho metallar va tovarlar<\/strong>\n<ul class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-20\" style=\"font-size:18px\"><strong>Qimmatbaho metallar<\/strong>\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> Taxminan $4,444.65\/untsiya darajasida, kun davomida $4.59 (-0.10%) ga pasaydi. Oltin $4,450 atrofida yuqori darajalarga yaqin kichik texnik chekinishni boshdan kechirdi, chunki dollar indeksining barqarorlashishi va qisqa muddatli real daromadlilikning biroz oshishi vaqtincha xavf premiyalarini pasaytirdi.<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-22\" style=\"font-size:18px\"><strong>Spotli kumush (XAGUSD):<\/strong> $66.6180\/oz darajasida, $0.05950 (+0.09%) ga biroz oshdi. Kumush oltinga nisbatan kuchliroq bardoshlilikni namoyish etdi, bu sanoat talabining mustahkamligi va spekulyativ uzoq pozitsiyalashning aralashmasi bilan $66 dan yuqori darajada qo&#039;llab-quvvatlandi.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-23\" style=\"font-size:18px\"><strong>Tovarlar<\/strong>\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>Xom neft (XTIUSD \/ WTI):<\/strong> $86.94\/barrel darajasida, $0.23 ga oshdi (+0.27%). Geosiyosiy xavf premiyalarining ko&#039;tarilishi va ta&#039;minot tomonidagi taranglik kutilgan natijalar tufayli neft $87 qarshilik darajasini sinovdan o&#039;tkazib, qat&#039;iy pozitsiyani saqlab qoldi.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-25\" style=\"font-size:18px\"><strong>Kripto aktivlari va makro dinamikasi<\/strong>\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> Kun davomida $44 (+0.06%) ga biroz ko&#039;tarilib, $78,616 darajasida. Bitcoin $78,000 atrofida bazani hosil qilish uchun konsolidatsiya qilindi; avvalgi foyda olishni hazm qilgandan so&#039;ng, bozor makro likvidlik muhitidan aniqroq signallarni kutmoqda.<\/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> $2,469.32 darajasida, $2.03 ga ko&#039;tarildi (+0.08%). ETH BTC ning past hajmli konsolidatsiyasini aks ettirdi, zanjir ichidagi faollik va xavfsiz boshpana kayfiyati o&#039;rtasidagi o&#039;zaro ta&#039;sir xavf ishtahasini o&#039;rtacha darajada ushlab turganligi sababli, $2,450 dan yuqori qo&#039;llab-quvvatlashni ushlab turdi.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li class=\"has-black-color has-text-color has-link-color wp-elements-28\" style=\"font-size:18px\"><strong>Bugungi muhim tadbirlar<\/strong>\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\">Yevrozona Flash Core CPI yil boshiga<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-30\" style=\"font-size:18px\">Yevrozonaning Flash CPI yillik o&#039;sish sur&#039;ati<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-31\" style=\"font-size:18px\">AQSh ISM ishlab chiqarish PMI<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-32\" style=\"font-size:18px\">AQSh ISM ishlab chiqarish narxlari<\/li>\n\n\n\n<li class=\"has-black-color has-text-color has-link-color wp-elements-33\" style=\"font-size:18px\">AQSh JOLTs ish o&#039;rinlari<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>","protected":false},"excerpt":{"rendered":"<p>On September 1, 2026, global financial markets exhibited an intense clash between geopolitical crises and hawkish monetary policy expectations ahead of economic data releases from the U.S. and China. Following U.S. strikes on missile launchers on Iran&#8217;s Larak Island, the Islamic Revolutionary Guard Corps retaliated by firing missiles at a U.S. base in Jordan. With [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":10388,"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-10390","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-english-news","entry","has-media"],"_links":{"self":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/10390","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/comments?post=10390"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/10390\/revisions"}],"predecessor-version":[{"id":10391,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/posts\/10390\/revisions\/10391"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media\/10388"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/media?parent=10390"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/categories?post=10390"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/uz\/wp-json\/wp\/v2\/tags?post=10390"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}